Investors entered the Trump 2.0 era positioned for more tariffs (especially targeted at China), higher inflation and a stronger US dollar (USD). Against this backdrop, investors had viewed US equities and the USD more favourably than Asian and Emerging Markets (EM) assets.

Read Eastspring’s Deep Dive on Trump 2.0

Eastspring Investments

Founded in 1994, Eastspring Investments is a wholly-owned subsidiary of Prudential plc. Eastspring Investments (Singapore) Limited serves as a global hub for Eastspring Investments’ asset management business. Its deep understanding of Asian markets, paired with global perspectives, enables the firm to develop and deliver unique investment solutions for investors.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.