China Still Faces 'So Much Uncertainty,' AIA Group CIO Says

The transcript discusses China's economic response to easing measures, the impact of its zero COVID strategy, and the potential for Hong Kong to benefit from returning ADRs. It also covers the effects of tapering on bond markets and the challenges of inflation and real rates. The discussion highlights the uncertainty faced by international investors and the need for significant policy changes to restore confidence.

What are the implications of the Fed's potential rate increases for risk assets?

In what ways have labor market conditions influenced wage pressures in the economy?

What role does productivity play in the economic recovery as services come back online?