Bloomberg Daybreak: Asia Edition China Vows to Fight US Tariffs As APAC Markets Recover
17 snips
Apr 8, 2025 
This discussion features Stephanie Leung, Chief Investment Officer at StashAway, who offers insights on the impact of U.S.-China trade tensions on global markets. She highlights China's fierce response to new tariffs and the potential risks for companies navigating these challenges. Ahmed Riesgo, Chief Investment Officer at Insigneo Securities, shares his thoughts on bond market volatility and recession fears. Together, they explore how investors can strategize amidst uncertainty and shifting market dynamics.
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China's Trade War Stance
- China's firm stance in trade war negotiations could be influenced by their domestic economic confidence.
- Neighboring countries like Japan, Korea, and Taiwan show different approaches, opting for negotiations with the US.
China's Response and Stimulus
- China might have anticipated tariff increases but the calculation method and scale might have been unexpected.
- They're exploring various mitigation strategies, including potential stimulus and leveraging TikTok negotiations.
Apple's Supply Chain Shift
- Apple plans to shift some iPhone production from China to India to offset tariff costs.
- This move signals a potential trend for companies to diversify supply chains and reduce reliance on China.