Accounts

EUR vulnerable to dovish ECB and Brexit risks; Goldilocks US economy

Implications of China’s electronics supply chain shifting partially to the rest of Asia.

A 45 minute session covering G3 Monetary policy, Growth outlooks, Trade wars, Brexit, Elections, and more.

A China-US tech war could lead to the relocation of parts of the electronics supply chain from China to other emerging Asian economies. Malaysia, Thailand and Vietnam are the potential beneficiaries.

A moderate stimulus package and insistence on deleveraging indicate Beijing’s increased tolerance for slower growth.