What I learnt in my two weeks in Asia (Davide Serra)

Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a positive development for Europe. Also, capital integration in Asian countries is accelerating, with Singapore being the winner.Inflation is decreasing fast and so we believe terminal rates are being priced correctly by the markets, although the reopening of Chinese economy – which can be clearly felt across Asia – could cause a mild spike in inflation later in 2023.Listen to Davide Serra (Founder and CEO, Algebris Investments) talking about the key takeaways from his two weeks in Asia in early 2023.