Goldman Sachs' Tilton on Coronavirus Impact, U.S.-China Trade, Fed

The video discusses the impact of COVID-19 on Southeast Asia, highlighting growth forecast cuts and supply chain disruptions. It examines China's regulatory changes and their effects on markets and growth. The video also analyzes trade flows amid US-China tensions and explores inflation and price pressures due to supply-demand misalignment.

What is the expected growth trajectory for China in the second half of the year?

How might inflation pressures evolve in Asia according to the recent analysis?

What are the anticipated long-term effects of supply side bottlenecks on prices?