Allianz' Tuntono on Outlook for Rates

The transcript discusses the potential reopening of China's economy, projecting growth rates for 2023, and the impact of COVID-19 policies. It also examines global monetary policies, the possibility of a US recession, and its effects on Asian economies. The role of central banks and currency pressures are also analyzed.

What factors are influencing the speculation about China's reopening?

How does the speaker predict the growth rate for China next year?

Discuss the relationship between inflationary pressures in the US and the global economy.

What are the potential risks for small open economies like Singapore and Hong Kong if a US recession occurs?

What are the expected impacts of the COVID-19 policy on China's economy in the coming year?

What is the significance of the housing sector in relation to China's economic growth?

How might central banks in Asia respond to the Fed's monetary policy?