Deutsche Bank's Lee on Asia Economic Weekahead

The transcript discusses the economic impact of a recent outbreak, focusing on China's expected slowdown in growth and the People's Bank of China's (PBOC) monetary policy actions, including potential rate cuts. It also covers fiscal easing measures to support economic recovery and growth in the second half of the year. Additionally, it highlights Japan's economic resilience, avoiding a double-dip recession, and the public's adaptation to COVID-19, which has limited the impact compared to initial outbreaks.

What are the expected risks and upsides for the retail and investment numbers in the latter half of the year?

How is China's monetary policy expected to diverge from other central banks across Asia?

What implications might arise from the PBOC's expected rate cut?

How has consumer sentiment in Japan been affected by the recent economic developments?

What factors are contributing to the expected recovery in the fourth quarter?