The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
Tag: Donald Trump
The FSA Spy market buzz – 18 October 2024
Defence ETFs for a dangerous world, Water, water everywhere but not a drop to drink, Bloomberg economists miss the target, Pictet on the US election, Gold in Hong Kong, Hang Seng blues and much more.
Abrdn shifts to positive on EM equities on the back of China stimulus
The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
The FSA Spy market buzz – 31 May 2024
Backing the weight loss world, A rare apology in fund management, Being boring is back, Judgemental fund managers, Green hushing is all the rage, Trump’s conviction, Flown Bird and much more.
Politics are overblown as markets carry on
Kevin Gardiner, Rothschild Wealth Management’s London-based managing director and global investment strategist, said history shows key geopolitical events do not necessarily translate to market risk.
CIC: Forecasts frustrated by too many unknowns
While economists struggle with forecasts in a climate of too many unknowns, the best advice is caution, according to François Duhen, chief economist and strategist at Swiss banking group Crédit Mutuel-CIC.
SLI: US corporate tax cuts not priced in
US corporate profits are expected to grow 5-15% on average this year, said Andrew Milligan, Standard Life Investments’ Edinburgh-based head of global strategy.
BOS negative on China equities
Potentially aggressive US trade policy and China’s expanding credit are top concerns, according to Richard Jerram, the bank’s chief economist.
Pinebridge: Trump an `amplifier’ for global growth
Despite his anti-trade agenda, the new US president is likely to amplify the rebound in global growth already underway, according to Markus Schomer, the firm’s New York-based chief economist.
Three AM views on the next big worry
At the FSA Growth Forum in Hong Kong, Capital Group, Investec and M&G weighed in on what a Donald Trump presidency would mean to the markets.
