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A View from Asia

The current debate on incipient inflation is the elephant in the room. Samir Mehta provides his thoughts. 

  • Samir Mehta
12 Apr 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • The US administration is determined to turbocharge fiscal policy; motivated to ensure full employment, higher wages and sustained economic growth without regard to fiscal deficits.
  • China, on the other hand, has signalled a diametrically opposite view towards pushing growth and offering more stimulus, choosing instead to tighten monetary and fiscal policies to gently deflate bubbles that formed after its massive 2009/10 stimulus.
  • I have no inkling as to which of these diverging views will likely prevail; caution, rotation and managing risk is my focus in the coming months.
     

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