Despite expressing grievances with Canada, Mexico, and the European Union, Asia is likely to emerge as the top target of the Trump trade war. Indeed, on the "Liberation Day" list, 6 out of the 10 highest tariffs would be imposed on Asian nations. To a degree, this is understandable. Nine of 15 of America's largest [...]
Tag: india
Asia: Are Countries Taking Sides?
18 April 2024 Since the Global Financial Crisis, globalisation appears to have slowed. Indeed, despite the enormous benefits experienced in the post-WWII era, international trade and financial flows may have gone into reverse (Chart above). In addition, following disruptions caused by the Covid pandemic, some manufacturers have shifted supply chains to domestic producers, or at [...]
Emerging Markets: Has the Time Come?
28 January 2024 At last year's BRICS Summit in South Africa, national leaders were all smiles; ushering in what they believe will be a more influential era for the Global South. Emerging market investors, on the other hand, have had little to celebrate, as EM markets have dramatically underperformed during the past 15 years -- [...]
Asia: Will Global Growth Engine Outperform?
28 May 2023 The IMF's recently released global forecast highlights that Asia will be the only region to experience stronger economic growth this year relative to 2022. Likewise, the Asian economy will outperform all other regions both this year and in 2024 (Chart above). Indeed, the following Chart indicates that Asia will account for over [...]