UBP: Asia's Developed Economies To Outperform Region's EMs

The transcript discusses Chinese inflation and the PBOC's stance, predicting a slight CPI increase. China's economic growth is forecasted at 8.6%, with potential risks from COVID and trade figures. Export performance in Asia shows divergence, with developed markets outperforming emerging ones. Constraints on monetary policy in Asia are highlighted, including strong dollar concerns and inflation issues in India and the Philippines.

What is the PBOC's stance on inflation according to the text?

How is China's CPI expected to change by the end of the year?

What factors are contributing to the decline in China's export growth?

What are the risks to the Chinese economy mentioned in the text?

What are the implications of low vaccination rates in emerging Asia according to the text?

How does the strong dollar affect central banks in Asia?

What is the expected impact of rising US yields on Asian currencies?