JPMorgan's Das on Markets and Strategies

The video discusses China's economic policies, focusing on fiscal measures and credit data over monetary actions. It examines the impact of COVID-19 on markets, noting that short-term disruptions don't significantly affect equities. The potential for a US recession is analyzed, with a low probability in the next year. Rising commodity prices, especially food, are highlighted as a concern for inflation, particularly in Asia, where rice remains stable compared to other grains.

Discuss the implications of rising food prices on political stability in Asia as mentioned in the text.

What measures are suggested to address the inflation problem in Asia due to rising food prices?