Higher US effective tariff rates, but lower uncertainty should be net beneficial for financial flows into Asia, in our view. One reason is that the deals are bad for the US.
Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.
Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.