Asia – cycle summary
A shorter video that last time, summarising the most important issues for each economy, giving a regional ranking, and discussing market implications.
Chapters:
- 0:00 Introduction
- 0:46 Tariff Uncertainty and Regional Impact
- 1:52 Taiwan: Export Strength and Cyclical Robustness
- 3:28 Japan: Services and Broadening Inflation
- 6:31 Korea: Weak Domestic and Export Sectors
- 7:42 China: Preparedness and Economic Weakness
- 9:31 Tariff Scenarios and Regional Outlook
- 10:36 Policy Responses and Fiscal Challenges
- 13:25 Conclusion and Further Research