Nomura's Varma on Economic Risks in 2022

The transcript discusses global inflationary pressures, focusing on the differences in demand and supply chain issues across economies. It highlights concerns about emerging markets, particularly in Asia, and the risks of low growth and inflation. The discussion shifts to China's economic outlook, emphasizing the need for policy changes to address growth challenges. The transcript concludes with expected policy responses and their impact on currencies, noting the strength of the US dollar and its effects on emerging markets.

What are the implications of the current inflationary pressures on consumer demand and corporate profit margins?

What policy responses does the speaker anticipate from the Chinese government?

How does the speaker describe the relationship between the US dollar and emerging market currencies?