Macro Insights Livestream - October 2021


China credit risk and US taper scenario.
Group Research, Taimur Baig, Eugene Leow, Nathan Chow07 Oct 2021
Photo credit: DBS


Please click here for the presentation.

 

The world’s two largest economies are addressing contrasting themes, as China deals with the growth implications of a softer property market, and the US considers policy normalisation. Managing the incipient financial stress and spillover risk are key for China’s authorities. PBOC is helping with liquidity injection and assurances about financial stability, but are the authorities ready to accept lower growth in their quest for greater housing affordability? In the US, the Fed has turned marginally hawkish, impact of which is already rippling through the markets. Taper and rate hike would be separate considerations, but how will these be conveyed constructively? I will be joined by senior economist Nathan Chow and senior strategist Eugene Leow as we go over these critical topics.


Taimur Baig, Ph.D.

Chief Economist - G3 & Asia
[email protected]
 

Nathan Chow 周洪禮

Senior Economist and Strategist - China & Hong Kong 高級經濟學家及策略師 - 中國及香港
[email protected]

Eugene Leow

Senior Rates Strategist - G3 & Asia
[email protected]


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