Trade War Escalation May See Big Winners in Asia

The video discusses the shift of production by Chinese companies to other Asian countries, driven by trade war risks and structural reforms. This shift is beneficial for foreign direct investment and aligns with broader Chinese policies. The impact varies across countries, with Vietnam, Thailand, Indonesia, and Malaysia being significant beneficiaries. The video also explores the sensitivity of regional economies to global trade cycles, highlighting the varying degrees of correlation between GDP growth and trade volumes in countries like Korea, Taiwan, Japan, Singapore, Indonesia, Malaysia, India, and the Philippines.

How do the correlations of GDP growth to the global trade cycle vary among different countries in the region?

In what ways have historical precedents influenced the current growth profiles of economies in the region?