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The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.
Liquidity conditions have been easy for some time, which has been exacerbated by COVID relief measures. ‘Free money’ and the comfort of knowing ‘the Fed has your back’ is not conducive to capital allocation discipline.
The COVID-19 recession is increasingly looking like the tipping point for a sustained regime shift in policy, with potentially major implications for economies and markets.
Credit intensive and complex sectors sold off harder than higher quality credit in Q1, and have taken longer to recover. But in the past few weeks they have performed very strongly.
