How will Trump 2.0 affect Asia's emerging markets?
==========
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
AsianInvestor /
npub1q6…ght66
2024-11-12 17:01:11
Author Public Key
npub1q65jg4vcl029ftfrfdc658shjv6rasg6zqw055dfp3h6za8dpgzqnght66Published at
2024-11-12 17:01:11Event JSON
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"content": "How will Trump 2.0 affect Asia's emerging markets?\n==========\n\nDonald 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.\n\n#Trump #Asia #EmergingMarkets #China #India #Trade #Economy #Investments #InterestRates #Currencies\n\nhttps://www.asianinvestor.net/article/how-will-trump-2-0-affect-asias-emerging-markets/499295",
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