Ep.11: Recovery: adverse winds or groundswell?
Update: 2021-12-22
Description
Talking points:
- 0:23 - Short term indicators point to a strong recovery and only temporary headwinds
- 0:55 - Inflation is temporary considering that
- 2:10 - Monetary policies
- 3:33 - Strong recovery... but already stabilizing
- 5:20 - Structural factors are not positive
- 6:45 - Geopolitical tensions
- 10:09 - China slowdown
- 12:12 - What to expect for trade: Recovery has varied per region and still depends on the pandemic
- 12:50 - Asia is a major driver in 2021, commodity exporters will catch up in 2022 but it will not offset the global slowdown
- 13:29 - Most sectors recovered except textile but growth is slowing down
- 14:02 - Conclusion
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