- Emerging Markets Decoded, Deborah Tan of the Credit Strategy & Research team joins host Shirin Mohammadi to discuss what a sustained economic growth slowdown in China implies for the rest of the world, particularly the Asia-Pacific region and lower-income countries that rely on Chinese investment flows.
- China faces a cyclical downturn that could turn structural and end up centred on these medium to long term problems: 1) Demographics (lower labor force participation due to an aging population), 2) Regulatory uncertainty (leading to lower private investment), and 3) Trade (less global trade and the re-routing of trade alliances).
- Japan, Korea and Taiwan would have high manufacturing supply chain exposure to China. SE Asia countries like Malaysia, Singapore, Indonesia and Thailand would have moderate to high exposure in certain areas while Australia and Mongolia have high commodities exposure. READ MORE
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