SEB's Victorino on EM FX Outlook

The video discusses the economic outlook for China, focusing on the impact of COVID-19 lockdowns on economic momentum and data for April and May. It highlights the Chinese government's fiscal stimulus efforts and bond issuance, emphasizing the need for policy adjustments. The analysis extends to Chinese equities and bonds, noting the influence of technical factors and lockdowns, particularly in Shanghai. The video also examines the pressure on the yuan and other emerging market currencies due to dollar strength, comparing current trends to past financial crises.

What are the expected impacts of the persistent lockdowns in China on economic activity in May?

How does the issuance of new special bonds relate to China's fiscal stimulus efforts?

What role does the adjustment of COVID policy play in China's economic recovery?

In what ways have the lockdowns in Shanghai affected the overall economic activity in China?

How does the current strength of the dollar impact the Chinese currency and economy?