SEB's Victorino on Asian Strategies

The video discusses the US infrastructure bill's impact on global markets, particularly in Asia. It highlights the bill's long-term nature and its muted immediate effects. The discussion shifts to currency trends, with a focus on the dollar and euro. China's economic risks, including the delta variant and credit impulse, are analyzed. Southeast Asia's challenges, especially Thailand's tourism and current account issues, are explored. Finally, South Korea's economic outlook, job market, and potential monetary policy changes are examined.

What are the expected long-term effects of the $550 billion infrastructure bill on the US economy?

How has the recent infrastructure bill impacted Asian markets according to the text?

What factors are contributing to the strengthening of the dollar as mentioned in the text?

What are the main risks to China's economic growth as discussed in the text?

What challenges is Thailand facing in restoring tourist revenues according to the text?