DBS: Risks Stemming From Evergrande Likely Limited

The video discusses the complex economic relationship between the US and China, highlighting systemic risks like Evergrande. It explores inflation trends and central bank policies, emphasizing potential market impacts. The challenges faced by emerging markets, particularly in Latin America, due to rising interest rates and commodity price fluctuations are analyzed. The video concludes with a focus on the Evergrande crisis, market opacity, and the potential systemic implications.

What are the implications of the US reopening on its relationship with China?

What are the potential risks associated with Chinese debt issuers in the dollar space?

How might rising interest rates affect global economies?

How do external demands from China affect the US economy?

Discuss the impact of global power shortages on consumer sentiment.

What challenges do Latin American countries face in relation to high debt and lower fiscal space?

What policy responses might be necessary to address transitory inflation?