Citi's Johanna Chua on China, Asia Eco

The transcript discusses economic forecasts, risks, and market adjustments, focusing on China's growth outlook amid lockdowns and currency movements. It covers fiscal policies, stimulus measures, and the impact of the Fed's policies on global markets. The response of Asian central banks to inflation and China's economic indicators are also analyzed.

What factors contributed to the revision of the growth forecast to 5.1?

How has the sentiment towards China's economic growth changed recently?

Discuss the expected impact of fiscal and quasi-fiscal measures on infrastructure.

What are the implications of the Fed's hawkish stance on the PBC's monetary policy?

How have inflation expectations influenced the rate hike decisions in various Asian markets?

What are the challenges faced by the Chinese economy in the context of COVID restrictions?

What indicators suggest that the production side of the economy is holding up well?