Signal or Noise
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Livewire’s Hans Lee and featuring Australia’s best macro minds.
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Monday Feb 13, 2023
Monday Feb 13, 2023
Since the last episode of Signal or Noise was taped in early December, the narrative around the global economy has shifted dramatically. But nowhere has it shifted more than in the world's second largest economy.
While most major markets were in holiday mode, the Chinese government decided to reopen its economy and people to the rest of the world. The landmark move followed three years of intense lockdown restrictions. And much like the experience of other countries, consumers have a lot of pent-up savings - nearly ¥6 trillion according to one estimate from Bank of America.
But a lot of questions remain:
How quickly can Chinese factories return to full speed?
Will consumer confidence rebound - and will they spend as much as analysts are expecting?
Will Chinese students return to our shores?
What will iron ore demand look like in a post-COVID China?
These issues and many more are tackled in the first episode of the brand new series of Livewire's series for economics.
Moderator Hans Lee is back in the host chair and he is joined this episode by:
Shane Oliver, Chief Economist and Head of Investment Strategy at AMP
Garry Laurence, Founder and CIO of Profeta Investments
Jonathan Wu, Chief Investment Specialist of Premium Asia Funds Management