For Asia, the Trump regime is not just about tariffs
We are about a month into the Trump presidency and Asia appears to be coping quite well despite the continued looming fear of tariffs. However, the financial markets have been reacting since September of last year, with higher US bond yields and a stronger US dollar. These developments are likely to affect Asian growth prospects and also the ability of policy to respond. We draw out the implications. Plus: Could AI be China’s magic potion out of stagnation?
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The Asia Macro Service provides corporations, financial service firms, and government departments with the tools and insights to monitor the latest macroeconomic trends in the world's most dynamic region, and assess their impacts on business or investment plans.
