Bloomberg Daybreak: Asia Edition Trump's Tariff Signals Gives Boost to APAC Markets
6 snips
Mar 25, 2025 
Tim Pagliara, Chief Investment Officer at CapWealth, and Rahul Chadha, Chief Investment Officer at Shikhara Capital, dive into the latest tariff developments and their impact on Asian markets. Pagliara discusses how President Trump's targeted trade sanctions are less severe than anticipated, sparking optimism in equity markets. Chadha analyzes this positive shift, particularly in China and India, amidst the Federal Reserve's cautious outlook on interest rates. Their insights reveal intriguing investment strategies shaped by the evolving economic landscape.
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Fed's Impact on Markets
- The Federal Reserve is a key factor influencing market movements.
- Its decisions and statements, especially regarding interest rates, have a ripple effect across various asset classes.
Asian Markets vs. US Markets
- Rahul Chadha believes US markets are overexposed and will undergo a period of correction.
- He favors Asian markets like China and India, which are implementing pro-growth policies.
Chinese Global Champions
- Global champions emerging from China, like BYD and Xiaomi, present attractive investment opportunities.
- These companies offer significant discounts compared to US peers while demonstrating improving product quality.