While China weathered the Covid crisis better than anyone, the new year presents its own challenges: de-risking the financial system, supporting a domestic recovery, addressing a growing wealth gap, and fostering innovation. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices. The risk of a policy error is high.
- Edmund Ng (CIO, Eastfort Asset Management)
- Louis Gave (CEO, Gavekal Capital)
- Sian Goh (Head of Research and Strategy, Dymon Asia Capital)