Bloomberg Daybreak: Asia Edition

Stocks Advance as Trump Walks Back Intent to Fire Fed's Powell

Apr 23, 2025
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INSIGHT

Tariff Escalation Creates Market Uncertainty

  • The tariff escalation has created unprecedented uncertainty for businesses and investors, especially with the 90-day negotiation window.
  • The complexity of U.S.-China trade talks particularly impacts ASEAN countries, adding layers of economic uncertainty regionally.
INSIGHT

China Equities Resilient Amid Tariffs

  • Chinese equity resilience stems from tech innovation and policy expectations despite tariff uncertainties.
  • AI innovation in China supports a narrow market rally by enhancing productivity and consumer efficiencies.
ADVICE

Focus on AI Application Stage

  • Monitor the application stage of AI development as that will be key to monetizing and sustaining market growth.
  • Pay attention to emerging applications across sectors like consumer markets and biotech for future investment opportunities.
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