bearish

Asia Cross Asset: Liberation Day 2.0 and Asia

644 Views14 Jul 2025 16:24
Podcast
SUMMARY
  • Not surprised by recent events in the equity market, as it aligns with forecasted growth trends in Asia
  • Transitory factors such as front loading and transshipment contributing to expected decline in H2 growth
  • Expectation for central banks in the region to potentially ease rates in response to current economic conditions

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