Tag : tariffs

The apparent benefits for regional heavyweights including China may be overshadowed by fresh legal uncertainty and the rising volatility created by AI, market watchers say.

The landmark agreement between New Delhi and Washington cuts tariffs, stabilises the rupee and removes key overhangs for Indian equities.

Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.

With tariffs back on the table, markets may pivot toward safe havens, while Asia braces for volatility and recalibrates its investment playbook.

As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.

Market watchers express concerns over the future of India's manufacturing appeal after Washington slapped fresh duties on the country's exports.

Aid experts say the massive shortfall caused by the withdrawal of US funding requires regional governments and investors to step up to the plate.

Public market repositioning, increased caution in cross-border private deals and a pivot toward non-US tech sectors define a new era in family office strategy.

AsianInvestor surveyed top asset managers to assess the impact of US-China tariff reductions on institutional investment strategies.

While industry experts view this surge as a temporary response to US-China trade tensions, concerns over hedging costs and investment returns remain in focus.

Global trade tensions have prompted manufacturers to explore alternative options, and India has emerged as a strong contender to step into this role.

As uncertainty dominates global markets following Trump's tariff announcements, asset owners are prioritising liquidity management while preparing for potential sharp declines in both public and private asset valuations.