SEB: China Inflation Unlikely To Constrain Monetary Policy

The video discusses the challenges faced by Powell in managing inflation amid a tight labor market. It highlights the market's reaction to the Fed's potential rate hikes and the implications for inflation and the dollar. The discussion extends to the outlook for emerging market currencies and the Chinese market, considering regulatory changes and credit cycles.

In what ways does the credit cycle influence the Chinese equity market?

What factors contribute to the expectation of a 20% upside in China A shares?