Morgan Stanley's Tan on Asia's Economic Week Ahead

The video discusses the economic impact of virus restrictions, focusing on domestic demand and fiscal policy support. It explores risks in the property sector, including mortgage boycotts and potential policy responses. The resilience of Chinese consumers is analyzed, considering the significance of property in household wealth. The regional economic impact of Fed policies and dollar strength is examined, highlighting export-oriented economies. Finally, inflation expectations and central bank responses in Asia are discussed, emphasizing policy rate normalization.

What is expected to be the biggest hit from virus restrictions according to the text?

How are policymakers responding to the economic challenges mentioned in the text?

What risks are associated with the property sector as discussed in the text?

How significant is the housing market to the Chinese economy?

Which economies are expected to be more exposed to global demand volatility?

What are the expected inflation levels in Asia for the third quarter?

What is the expected policy rate normalization for Asia's central banks?