Katia Dmitrieva

Katia Dmitrieva, a Bloomberg economics correspondent based in Hong Kong, discusses the global fallout from Trump's tariffs on China. She reveals how products meant for the U.S. are now disrupting markets worldwide, causing factory closures and job losses. The conversation touches on Southeast Asia's strategic pushback against Chinese imports and the changing dynamics of global trade as countries navigate these challenges. Dmitrieva outlines how regions are grappling with economic pressures while adapting to the long-term consequences of trade wars.

Katia Dmitrieva, Asia Economy Reporter for Bloomberg News, offers a deep dive into China's shift from investment-led to consumption-led growth, highlighting Premier Li Qiang’s emphasis on boosting consumption by 2025. George Cipolloni, Portfolio Manager at Penn Mutual Asset Management, discusses the US labor market's slowdown, addressing implications for monetary policy and hiring trends. The conversation navigates the challenges of rising debt in China and the impact of tariffs, painting a complex picture of future economic landscapes in both countries.

Katia Dmitrieva, an Asia economy reporter for Bloomberg News, dives into South Korea's economic response to trade tensions and the recent rate cut by the Bank of Korea. She shares insights on how U.S. tariffs impact local industries. Joining her, Rebecca Walzer, President at Walser Wealth Management, discusses the repercussions of these tariffs on the broader market and the importance of adapting investment strategies. Together, they analyze the interconnectedness of geopolitical factors, including trade relations and the ongoing crisis in Ukraine.