While we expect mild recessions in the US and Europe, 2023 will be the year for Asia to shine. China's reopening and resilient domestic demand will be positive for the region, and we expect strong capital inflows. We are particularly positive on India and ASEAN — these Asian cubs could become Asia's new roaring tigers.
Head of Global Macro Research
Chief Economist, India and Asia ex-Japan
Chief China Economist
Southeast Asia Economist
Global Head of FX Strategy
APAC Equity Strategist
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