AllianzGI Christiaan Tuntono on Central Banks

The video discusses China's economic slowdown, fiscal policies, and infrastructure investments. It analyzes the housing crisis and mortgage delinquencies, highlighting the banking system's resilience. The impact of inflation on emerging markets and central bank responses, particularly in Asia, is examined. Japan's economic challenges and the BOJ's monetary policy stance are also explored.

What are the estimated figures for mortgage delinquency in China, and how do they compare to recognized bad debt?

How do different Asian economies respond to inflation and interest rate hikes?

What are the unique challenges faced by Japan in terms of economic growth and inflation?