Allianz Global Investors' Tuntono on China and Asian Markets

The video discusses China's economic outlook post-Lunar New Year, highlighting optimism due to government support and the zero COVID policy. It addresses challenges like weak property markets and the need for economic recovery. The regional dynamics in Asia are explored, noting the impact of China's reopening on tourism and exports. Inflation trends and monetary policy in Asia are analyzed, with a focus on the lack of excessive fiscal stimulus. Finally, the video examines currency volatility, particularly in Asia FX, and its relation to inflationary pressures and US dollar strength.

In what ways are different Asian economies expected to benefit from China's reopening?

What are the implications of inflation trends in the DM market for Asia's economic outlook?