Bloomberg Daybreak: Asia Edition
Finding Opportunities in Emerging Markets
Jan 15, 2025
Rob Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, shares expert insights on the impact of U.S. economic data on the Federal Reserve's policy. The discussion navigates the cautious optimism surrounding emerging markets, particularly focusing on opportunities in India, Indonesia, and Vietnam. Haworth highlights the challenges posed by China's slowdown and inflation trends while examining the significance of tariffs and labor shifts. Listeners also gain valuable perspectives on dividend strategies and global investment opportunities as U.S. valuations rise.
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Quick takeaways
- Emerging markets are expected to recover gradually as inflation stabilizes, particularly in sectors like services and local companies.
- China's proactive measures to support businesses and consumer confidence suggest potential for investor interest in the Asia-Pacific region.
Deep dives
Optimism for the Asia-Pacific Market
The outlook for the Asia-Pacific region is cautiously optimistic despite challenges, particularly in emerging markets like China. It is anticipated that inflation and subsequent tariffs will not severely hinder growth in Asia, as the U.S. consumer ultimately bears the brunt of these tariffs. The discussion points to a gradual easing in price pressures, indicating a potential rebound in various sectors, particularly services, as inflation begins to stabilize. As investors adjust to a slower growth environment in China, there is a shift towards understanding how local companies can outperform multinationals and expand globally.
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