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Bloomberg Daybreak: Asia Edition

Trump's Tariff Signals Gives Boost to APAC Markets

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.
20:16

Podcast summary created with Snipd AI

Quick takeaways

  • Federal Reserve Bank of Atlanta President signals only one interest-rate cut may occur this year due to tariff impacts on disinflation.
  • Asian markets showed resilience and growth potential, buoyed by the perception of narrower U.S. trade tariffs than previously anticipated.

Deep dives

Streamlining Office Tasks with Smart Buying Tools

Empowering teams to focus on strategic initiatives and growth is essential in today's fast-paced business environment. By utilizing smart business buying tools, organizations can streamline their purchasing processes, which saves time previously spent on mundane office tasks. For example, leaders can enable their teams to find and purchase necessary items quickly, allowing them to concentrate on more impactful work. This approach not only enhances operational efficiency but also positions organizations to better support their overall goals.

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