Robin Xing

Join Robin Xing, Chief China Economist at Morgan Stanley, Rebecca Choong Wilkins, Bloomberg's Asia economics reporter, and Hao Hong, Managing Partner at Lotus Asset Management, in an intriguing discussion from Hong Kong. They unpack the complexities of US-China trade negotiations and explore China's strategic patience amidst economic challenges. The panel also discusses shifts in financial landscapes, the impact of currency fluctuations, and historical reflections on the Asian financial crisis, illustrating how past lessons influence today's economic dynamics.

In this engaging discussion, Robin Xing, Chief China Economist at Morgan Stanley, Hao Hong, Managing Partner and Chief Investment Officer at Lotus Asset Management, and Rebecca Choong Wilkins, Asia economics reporter for Bloomberg, dissect the U.S.-China trade dynamics. They highlight why China has the leverage to bide its time in negotiations, the implications of export controls, and China's economic resilience amid global pressures. The conversation also explores how shifting economic landscapes affect both nations and the broader market.

Robin Xing, Morgan Stanley’s China economist, explains why China’s CPI slowed and what structural reforms might be needed. David Finnerty, Bloomberg FX and Rates strategist, walks through dollar weakness, Treasury yields and market bets on Fed cuts. Short, sharp takes on inflation dynamics, currency moves and the odds of rate easing.