Homan Lee of Lombard ODA believes the People's Bank of China's move to shift its benchmark from a 7-day to a 1-day rate will have limited near-term implications for Chinese markets due to remaining controls on capital accounts and currency.

Homan Lee of Lombard ODA views the People's Bank of China's 2024 framework changes as a continuation of a medium-term transition toward a market-priced, price-based monetary policy regime.

Homan Lee of Lombard ODA subscribes to the view that memory remains a key bottleneck in overall AI development, which is a positive factor for South Korea's economy.