18 January 2024
Bigger Picture: Implications of China's declining population
Dong Chen, Chief Asia Strategist and Head of Asia Research, Pictet Wealth Management, discusses the economic implications of China's declining population numbers; whether weaker-than-expected economic indicators on jobs growth and GDP will witness a turnaround this year; why authorities aren't acting more urgently to enforce more stimulus measures; and prospects for global growth in 2024 in the face of China's attempts to revive its economy.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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Listen To His Previous Podcasts:

19 September 2023
Bigger Picture: Japan's inflection point
Dong Chen, Head of Asia Macroeconomic Research at Pictet Wealth Management discusses what's driving Japan's economic outperformance, and why there appears to be a more attractive investment proposition for the country this year.

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18 October 2022
Market View: Where is China headed economically and are brighter days in sight for the country’s tech sector?
Asian economies are at the front and centre of our discussion today. Over in China, President Xi Jinping delivered a wide-ranging speech at the 20th National Congress of the Communist Party on Sunday where he laid out the party’s plans for the next five years. The speech, which lasted for around 2 hours, covered a range of topics from Taiwan to the country’s plans to support development, economic growth and what it calls “common prosperity”. But what would these plans mean for China going forward? Meanwhile, concerns over inflation and interest rate hikes continue to dominate investing sentiment for the week with Japan reporting their annual inflation figures, and Indonesia reporting its interest rate decision later this week. On Market View, Prime Time’s finance presenter Chua Tian Tian broke down these developments with Dong Chen, Head of Asia Macroeconomic Research, Pictet Wealth Management.

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2 September 2022
Bigger Picture: Bracing for potential repeat of Shanghai lockdowns
Dong Chen, Head of Asia Macroeconomic Research, Pictet Wealth Management discusses what a fresh surge of COVID-19 cases in China mean for the economy and markets.

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13 June 2022
Bigger Picture: China lockdown fears resurface, US inflation shock reading
Dong Chen, Head of Asia Macroeconomic Research at Pictet Wealth Management discusses the risk of further growth projection cuts from another round of lockdowns in Shanghai as mass testing resumes, and how the Fed is likely to react to last Friday's hotter than expected May US CPI reading of 8.6%.

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24 September 2021
Bigger Picture: China's growth struggles as it recalibrates
Dong Chen, Senior Asia Economist, Pictet Wealth Management discusses how there may be near term pain for markets and the economy as China transitions to a new economic drivers, regulations and values.

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