JPMorgan Sees New Zealand Dollar Weakening

The transcript discusses the shift in market focus from inflation to growth concerns, particularly in developed countries, while Asia is still in early stages of economic cycles. It analyzes the New Zealand dollar's outlook, suggesting it may weaken despite rate hikes. The Philippine peso's dynamics are explored, highlighting the trade balance as a key driver. Lastly, China's economic policy is evaluated, noting verbal support but limited action due to ongoing lockdowns.

What is the relationship between central bank hiking cycles and the performance of Southeast Asian currencies?

What challenges are currently affecting credit growth measures in the context of the Chinese economy?