Alicia García Herrero

Alicia Garcia Herrero, Chief APAC Economist at Natixis, shares her insights on the Asia-Pacific economy, along with Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, who offers a unique perspective on investment strategies. They discuss the vulnerability of emerging markets amidst currency challenges and the impact of U.S. monetary policies globally. Additionally, they highlight growth opportunities in Japan, China, and India as geopolitical tensions loom, shedding light on the interconnectedness of markets and economic policies.

Naomi Fink, Chief Global Strategist at Nikko Asset Management, and Alicia Garcia Herrero, Chief APAC Economist at Natixis, dive into the complexities of ongoing U.S. trade negotiations with Japan and South Korea, highlighting potential impacts on the global economy. They discuss China's pushback against U.S. tariffs and the implications for market volatility. Alicia also reflects on the importance of the Federal Reserve's independence, especially amidst political pressures, adding context to the current economic landscape.

Alicia García Herrero, Chief Economist at Natixis, discusses the challenges within China's economy, focusing on the real estate sector and financial factors. They explore the disparity between official data and market conditions, consumer savings sentiment, and the impact of income uncertainty on spending decisions.