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Navigating China’s macro uncertainties (2): FX and rates outlook
With
Jason Lui, Head of East Asia Strategy
Ju Wang, Head of Greater China FX & Rates Strategy
BNP Paribas Hong Kong Branch | Global Markets (Recorded 24 March 2022)
Diverging monetary policy between China and US is the dominant theme for China’s FX and rates. We expect the RMB to be resilient in Q1, but weaken to 6.60 into year-end on carry compression, slower exports and rising outbound investments into HK. China rates remain a rare shelter in a world of high inflation.
For more information, please refer to https://markets360.bnpparibas.com
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
Hosted on Ausha. See ausha.co/privacy-policy for more information.
View all episodes
By BNP Paribas Global MarketsWith
Jason Lui, Head of East Asia Strategy
Ju Wang, Head of Greater China FX & Rates Strategy
BNP Paribas Hong Kong Branch | Global Markets (Recorded 24 March 2022)
Diverging monetary policy between China and US is the dominant theme for China’s FX and rates. We expect the RMB to be resilient in Q1, but weaken to 6.60 into year-end on carry compression, slower exports and rising outbound investments into HK. China rates remain a rare shelter in a world of high inflation.
For more information, please refer to https://markets360.bnpparibas.com
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
Hosted on Ausha. See ausha.co/privacy-policy for more information.