bearish

Asia Needs Self-Help

has highlighted this Insight as a Top Pick
404 Views14 May 2025 10:37
With the US tariff wall up, the balance of risks is tilted towards downside to growth in Asia. Policy rates are likely to fall by a further 75-100bp in the Philippines and India, and 50bp elsewhere.
What is covered in the Full Insight:
  • Introduction
  • Impact of US Tariffs
  • Monetary and Fiscal Policy Responses
  • Risks to Asia's Growth
  • Conclusion
SUMMARY
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