KPMG's Hunter on China's Economy, Central Bank Policy

The video discusses the economic impact of COVID-19 lockdowns on China's economy, highlighting a potential 12% downside in earnings. It examines liquidity challenges and the slowdown in lending, suggesting a need for fiscal response. The video contrasts China's monetary policy with other Asian countries, where central banks are tightening policies due to inflation. It also explores recession risks in New Zealand and Australia, emphasizing the need for balanced rate rises.

What are the expected effects of lockdowns on Chinese earnings and productivity?

How does the current liquidity situation in the banking system affect lending in China?

What fiscal responses are suggested to stimulate the Chinese economy post-lockdown?

In what ways does the economic recovery in China differ from that in other Asian countries?

What challenges do central banks in Asia face in relation to inflation and economic recovery?