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.
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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
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