DBS: China's Recovery Warrants Continuing Policy Support

The transcript discusses the challenges of reducing inflation to 2%, considering factors like supply chain disruptions and domestic demand. It examines the Fed's interest rate policies and the global economic risks posed by monetary tightening, the Ukraine war, and fiscal consolidation. The discussion also covers the Fed's dot plot, growth projections for the US, Europe, and China, and the impact of currency depreciation on financial stability, particularly in Asia.

What are the expected effects of fiscal consolidation as pandemic-related measures expire?

How might currency depreciation affect regional economies according to the discussion?

What strategies are suggested for seeking shelter against inflation?