AsianInvestor on Nostr: How will Trump 2.0 affect Asia's emerging markets? ========== Donald Trump's ...
How will Trump 2.0 affect Asia's emerging markets?
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Donald Trump's potential second term could create challenges and opportunities for Asia's emerging markets; Martin Hennecke notes that inflation could limit the Federal Reserve's interest rate maneuverability, with annual interest costs at $1.13 trillion and a budget deficit of $1.83 trillion; Colin Graham highlights that a strong US dollar will pressure emerging currencies; China's exports to the US dropped to 15% in 2023, indicating diversified trade relationships; Devan Kaloo suggests that Trump's tariffs may pressure Chinese exports but could prompt domestic growth efforts; India may benefit from global trade realignment due to strong domestic growth and low export-to-GDP ratio; long-term structural growth drivers remain attractive for emerging markets despite rising tariffs.
#Trump #Asia #EmergingMarkets #China #India #Trade #Economy #Investments #InterestRates #Currencies
https://www.asianinvestor.net/article/how-will-trump-2-0-affect-asias-emerging-markets/499295
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Donald Trump's potential second term could create challenges and opportunities for Asia's emerging markets; Martin Hennecke notes that inflation could limit the Federal Reserve's interest rate maneuverability, with annual interest costs at $1.13 trillion and a budget deficit of $1.83 trillion; Colin Graham highlights that a strong US dollar will pressure emerging currencies; China's exports to the US dropped to 15% in 2023, indicating diversified trade relationships; Devan Kaloo suggests that Trump's tariffs may pressure Chinese exports but could prompt domestic growth efforts; India may benefit from global trade realignment due to strong domestic growth and low export-to-GDP ratio; long-term structural growth drivers remain attractive for emerging markets despite rising tariffs.
#Trump #Asia #EmergingMarkets #China #India #Trade #Economy #Investments #InterestRates #Currencies
https://www.asianinvestor.net/article/how-will-trump-2-0-affect-asias-emerging-markets/499295