Getting China Back Into Global Mix Is a Positive: Calder

The video discusses the economic outlook for 2023, focusing on interest rates, inflation, and China's COVID-19 policy changes. It highlights the potential for economic normalization as China reopens and the impact on global supply chains. The video also explores developments in China's tech sector, including regulatory changes and a focus on shareholder returns, which may attract global investors.

What is the expected terminal rate for interest rates in the US in 2023?

• 4.0%

• 6.0%

• 3.5%

• 5.0%

How is China's reopening expected to affect global supply chains?

• It will worsen the situation.

• It will lead to normalization.

• It will cause further disruptions.

• It will have no impact.

What is the anticipated short-term impact of China's reopening on markets?

• Immediate positive growth

• No change

• Short-term volatility

• Long-term decline

What shift is occurring in China's tech sector?

• Reduction in tech investments

• Expansion into new markets

• Focus on shareholder returns

• Increased regulatory pressure

What might encourage global investors to return to Chinese tech companies?

• Increased government control

• End of regulatory changes

• Decreased market competition

• Higher taxes on tech firms