Morningstar's Tan on Markets, Fed

The video discusses Bloomberg Intelligence's expectations for Fed rate hikes, predicting a rise to 4.5% by March 2023. It explores the implications for Asia, considering factors like energy prices and supply chain issues. The discussion covers market volatility, upcoming events like the China PCPC meeting, and China's COVID policy. The impact of currency fluctuations, particularly the US dollar's strength, on Asian markets is analyzed. The potential for regulatory changes in China and their effects on market sentiment are also considered.

What changes to COVID policy are anticipated in China, and how might they affect the economy?

In what ways have Japanese exporters adapted to currency fluctuations?

What signs indicate a potential shift in sentiment towards Chinese assets after the Congress?