Morgan Stanley's Tan on Asia Economic Weekahead

The video discusses the economic outlook in Asia, focusing on inflation trends and GDP growth. It highlights concerns about supply chain disruptions and commodity prices, noting that inflation in Asia is not expected to reach high levels due to a negative output gap. The video also examines market performance in Korea and Taiwan, predicting reasonable GDP growth aided by improved COVID-19 situations. In China, the focus is on the impact of COVID-19 lockdowns and potential policy shifts, with expectations of policy easing to counter growth headwinds. The growth target for China may be revised due to ongoing challenges.

What is the expected GDP growth for Korea this year?

• 4.0%

• 1.5%

• 3.5%

• 2.8%

What is the expected GDP growth for Taiwan this year?

• 3.8%

• 4.2%

• 3.1%

• 2.5%

What strategy are Chinese policymakers likely to maintain in balancing public health and economic wellbeing?

• Vaccination-only strategy

• Herd immunity strategy

• COVID-0 strategy

• Partial lockdown strategy

What is one of the expected policy measures to support China's economy amid lockdowns?

• Increase in export tariffs

• Increase in corporate taxes

• Interest rate cuts

• Reduction in public spending

What is the growth target for China this year?

• 7.0%

• 6.0%

• 4.0%

• 5.5%