Deutsche Bank's Goel on Asian Emerging-Market Economies, Policies

The video discusses the impact of inflation fears on Asian real yields, highlighting the challenges faced by Asian economies in the context of global economic slowdown. It examines the response of emerging markets to tightening cycles, with a focus on Asia's delayed response due to unique inflation dynamics. The discussion also covers China's economic concerns, including high debt levels and the potential for economic resilience. Finally, the video explores geopolitical developments, such as the Russia-Ukraine conflict and US-China relations, and their implications for the region.

What are the main concerns regarding Asian real yields in the context of inflation?

How have emerging market economies in Asia responded to inflation compared to the Federal Reserve?

What factors have contributed to the delayed tightening cycle in Asian economies?

What risks do Asian economies face as they attempt to tighten monetary policy amidst a global slowdown?

How do commodity price increases affect the economic outlook for Asia?

In what ways is the Chinese economy showing signs of resilience despite its challenges?

What geopolitical developments should be monitored for their potential economic implications for China?