Navigating 2020: The outlook for Asia’s markets and economies

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Presented by

Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor

About this talk

As 2019 draws to a close, what might the coming year bring for those with an interest in financial markets? We will discuss four of the major questions that will need answering in 2020. Trade war: the beginning of the end? • What will a ‘phase one’ trade deal mean for China and the United States? • How will it impact Vietnam, Taiwan and other countries that have been forced to navigate trade tensions between the two countries? • How confident should investors be in a deal? What are the chances that all of the recent tariffs get rolled back? US outlook: When America sneezes • What is the outlook for the US economy and, by extension, for the Fed Funds rate? How will that impact Asian economies and markets? • How worried should investors be about the US election next year? Will markets react differently to a Democratic Party win than a Republican Party win? What is the best result for the asset markets? China outlook: keeping the growth dream alive • China’s government is committed to doubling the size of the country’s GDP between 2010 and 2020. Is this ambition on track? What steps is the government taking to ensure it will happen? • What should investors expect from China’s markets over the coming year? Where will the USD/CNY rate go? What's next for Asia? • How have Asian economies endured the uncertainty of the trade war? Which economies show the most promise in the coming? • Which Asian asset markets are most attractive to investors at the moment? What are the biggest risk factors to be aware of? Moderator: • Matthew Thomas, Asia Bureau Chief, Euromoney Speakers: • David Mann, Global Chief Economist, Standard Chartered • Eric Robertsen, Global Head, FX, Rates and Credit Research – Head, Global Strategy, Standard Chartered
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