DBS Macro Insights January 2020 livestream - Looking beyond Phase 1

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Published on February 3, 2020 3:56:15 AM ● Video Link: https://www.youtube.com/watch?v=F13bfCmYhqs

Duration: 54:14

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Ample liquidity, low interest rates, trough in the electronics cycle, relaxed fiscal policy stance in the major economies, and a trade war détente have set conditions for a well-supported 2020. But plenty of other factors will weigh in on economies and markets, in our view, ranging from elections to civil unrest, cyber-attacks to pandemics, climate change to geopolitical tensions. In the year’s first Livestream event, we will look at all this and more, including the implications of the Phase 1 trade deal, China’s monetary policy outlook, India’s forthcoming budget, and our positive view on Indonesian government bonds.

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