Bloomberg Daybreak: Asia Edition APAC Markets Open Higher as Geopolitical Risks Loom
15 snips
May 21, 2025 Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity, shares her insights on the significant impact of U.S.-China tariffs and strategic shifts in Asian investments. Brian Vendig, Chief Investment Officer at MJP Wealth Advisors, discusses rising economic risks and the implications of geopolitical tensions on market pressures. Both guests delve into the recent climb of APAC markets amid concerns over potential conflicts, emphasizing the need for diversified portfolios to navigate volatility and capitalize on international growth opportunities.
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China's Economic Activity Jerkiness
- China's recent industrial output shows resilience despite trade war challenges and government stimulus measures.
- Trade war-induced shifts have caused erratic economic activity as companies rushed to ship before tariffs increased.
Consumer Sentiment Complexity in China
- China's retail sales suffer partly due to weakened consumer confidence amid trade tensions and a declining property market.
- Specific sector factors like subsidies and new product cycles also influence consumer spending patterns.
Trade War Tariff Dynamics
- Tariffs rolled back during the U.S.-China trade ceasefire won't fully return to previous levels to avoid halting trade.
- Future tariff discussions will focus on sector-specific adjustments and strategic supply chain shifts away from China.