Flows Into China Will Remain Very Robust, Says ANZ’s Goh

The video discusses the Federal Reserve's hawkish stance and its implications for central banks globally, particularly in Asia. It explores the potential for outflows from Asian markets, contrasting current conditions with the 2013 taper tantrum. The discussion also covers the behavior of long end yields and currency preferences, highlighting the attractiveness of Asian currencies and markets like China and Indonesia amid the Fed's policy shifts.

What is the expected timeline for the Federal Reserve's tapering and rate hikes?

• Tapering and rate hikes both in 2022

• Tapering in early next year and rate hikes in 2023

• Tapering in 2023 and rate hikes in 2024

• Tapering in 2021 and rate hikes in 2022

What was a significant difference between the 2013 taper tantrum and the current situation regarding capital flows?

• There were no inflows in 2013

• Massive inflows were seen in 2013, unlike now

• Outflows are more significant now than in 2013

• Inflows are stronger now than in 2013

Why are long-term yields currently dropping according to the discussion?

• The market is expecting a recession

• Inflationary pressures are decreasing

• The Fed is more hawkish and willing to bring forward rate hikes

• The Fed is delaying rate hikes

Which Asian currency is expected to appreciate towards 6.30 by the end of the year?

• Japanese Yen

• Korean Won

• Indian Rupee

• Chinese Yuan

Which central bank in Asia is expected to be the first to hike rates?

• Bank of Korea

• Bank of Japan

• People's Bank of China

• Reserve Bank of India