Peiqian Liu

Pei-Juan Liu, an economist at Fidelity International Asia, delves into China's fourth plenum, highlighting its focus on technological self-reliance and boosting domestic consumption. She discusses the implications of the dual circulation policy and potential fiscal strategies for enhancing growth. Mark Cranfield, a strategist at Bloomberg, provides insight into Asian equity market trends, the impact of the upcoming Trump-Xi meeting on currency dynamics, and the broader investor sentiment amidst US-China tensions.

Peiqian Liu, an Asia Economist at Fidelity International, shares insights on China's recent economic stimulus aimed at boosting household demand and tackling youth unemployment. Laura Nahmias, a Senior Reporter at Bloomberg News, discusses the political fallout surrounding NYC Mayor Eric Adams' indictment. Betty Wang from Oxford Economics and John Davi, CEO of Astoria Portfolio Advisors, analyze the broader implications of China’s financial strategies on the global market and emerging trends in technology investments.

Peiqian Liu discusses BOJ decision and Asia economic outlook. Robert Lea talks about impact of AI on big tech earnings. Jill Disis explores Secretary Blinken's visit to China.

Fidelity International's Asia Economist and Eight Roads' Managing Partner discuss Chinese migration trends impacting the economy, city development, unicorn potential, and property markets. They delve into internal migration, urban innovation hubs, local government competition, real estate transformation, and the influence of corporations on home prices. The podcast explores interconnected factors shaping China's future growth and implications for investors.

Exploring China's economic policy decisions, challenges in achieving targeted growth, and concerns about supply-side growth emphasis. Analysis of balancing short-term growth with long-term transitions, including property-driven growth and geopolitical tensions. Delving into fiscal landscape in China, Japan's monetary policy, and potential changes in the economic outlook.