Macro Insights Livestream - July 2021
The US Federal Reserve is increasingly comfortable with the economic and financial market outlook, with asset purchase taper and rate increases on the table earlier than previously expected. What would this mean for regional capital flows, exchange rates, bond/equity/credit markets? Is policy support room shrinking in Asia, even as multiple waves of the pandemic keep economic recovery at bay in large parts? Is the prevailing inflation narrative a negative one for the market outlook? We will examine these issues in our July Macro Insights Livestream. I will be joined by DBS equity strategists Dennis Lam and Kee Yan Yeo, who will talk about their investment strategies for China, Hong Kong, and Singapore.
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