Crisis or Catalyst ? Navigating Trump Tariff Shocks

In this week's episode of ASEAN SPEAKS, our host Thilan is joined by our Regional Equity Strategist, Anand Pathmakanthan, to unpack the equity implications of Trump’s Liberation Day tariffs, especially for ASEAN markets like Vietnam, Thailand, and Malaysia.

Our Co-Head of Macro Research, Dr Chua Hak Bin, shares his views on the economic impact, including ASEAN growth downgrades and how China’s retaliatory measures could shape the road ahead.

Zooming in on Singapore, Thilan discusses why the STI’s sharp drop could still present buying opportunities, and highlights key names in our Trump Tariff Winners portfolio.

Our Head of Sustainability Research, Jigar Shah, introduces our latest ESG portfolio for Singapore, explaining how companies with strong sustainability practices are proving more resilient amid market volatility.

Edited by Xuan Hao, Dion, Bruce