Talking points: 0:23 - Short term indicators point to a strong recovery and only temporary headwinds 0:55 - Inflation is temporary considering that 2:10 - Monetary policies 3:33 - Strong recovery... but already stabilizing 5:20 - Structural factors are not positive 6:45 - Geopolitical tensions 10:09 - China slowdown 12:12 - What to expect for trade: Recovery has varied per region and still depends on the pandemic 12:50 - Asia is a major driver in 2021, commodity exporters will catch up in 2022 but it will not offset the global slowdown 13:29 - Most sectors recovered except textile but growth is slowing down 14:02 - Conclusion Rss Apple Podcaster →
