Tariffs and Trade Dynamics

Amidst rising tensions and trade tariffs, market discussion often lands on how rising costs of US imports will affect the American consumer, the US balance of trade, inflation and what it all means for the US dollar. The perspectives of the emerging markets as targets in a potential trade war often get overlooked. With a moratorium on tariffs on Mexico due to expire next week and further duties set to be imposed elsewhere over the next month, we refocus the lens on to the other side of the trade war - large exporters in the developing world who face unique challenges should tariffs on US imports spike. Ning Sun, our senior emerging market strategist in the Americas, joins the podcast for a wide ranging discussion of how risks might be avoided and where they still need to be priced.

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