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Kopi Time E078 - China slowdown and implications for Asean growth
Manage episode 330150526 series 2902435
Innehåll tillhandahållet av Marco Sparmberg and DBS Bank. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Marco Sparmberg and DBS Bank eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Substantial trade linkage notwithstanding, Asean’s near-term outlook is not particularly vulnerable to the ongoing slowdown in China . Asia faces many macro risks, but a slowing China in not at the top of the list. Global inflation threat is a non-China factor Chinese tourists have been largely non-existent since 2020, hence there is no additional downside. Asean’s trade with China is a global demand beta that can withstand a domestic demand slowdown. US interest rates, global capital flows, and food/fuel prices matter more for Asean. Full commentary and analysis available here.
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