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Why Asia's inflation scare may be overstated: a Morgan Stanley economist explains
Description
Rising inflation and recent rate hikes in the Philippines and South Korea have reignited concerns about price pressures across Asia. But is there really cause for alarm? Nicole Teo speaks with Morgan Stanley Asia Economist Derrick Kam about the region’s inflation outlook, what is driving monetary policy, and why a broader capex supercycle beyond AI could fuel investment.
Highlights:
01:41 Asian central banks raising interest rates
04:30 Asia’s inflation challenge
11:26 The broader capex supercycle beyond AI
15:05 Singapore’s economic outlook
17:05 Japan’s economic outlook
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Written and hosted by: Nicole Teo (nicolet@sph.com.sg)
With Derrick Kam, Asia Economist, Morgan Stanley
Edited by: Nicole Teo & Claressa Monteiro
Produced by: Nicole Teo & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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