Asian Economist

Kok Peng Chan

Kok Peng has over three decades of experience covering the global economy and financial markets. He spent the bulk of his career in top global investment banks where he covered the Asian economies and stockmarkets. During this period, he travelled extensively to meet clients that cut across business lines. They include fund managers, hedge fund managers, private banking clients, corporates, and fixed income investors in the US, Europe, Japan, Singapore, Hong Kong and Australia. He is well liked by clients because of his commitment to a consistent framework and the ability to explain economic and financial developments with actionable investment recommendations. As a result he was ranked among top 3 economists in many surveys and polls conducted by financial magazines.

From Tariff Tantrum to Treasury Turbulence

Macroeconomics

<ul><li>April 2025 saw extreme market volatility after President Trump announced sweeping reciprocal tariffs, mainly aimed at China.</li><li>Subsequent delays and complex exemptions fueled market swings, sparking fears of recession and inflation. First quarter 2025 US GDP contraction is not a trend.</li><li>Despite headline risks, deeper analysis suggests a more balanced global economy over the longer term. Both China and the US will do whatever it takes to avoid a recession</li></ul>

April 2025 saw extreme market volatility after President Trump announced sweeping reciprocal tariffs, mainly aimed at China.Subsequent delays and complex exemptions fueled market swings, sparking fears of recession and inflation. First quarter 2025 US GDP contraction is not a trend.Despite headline risks, deeper analysis suggests a more balanced global economy over the longer term. Both China and the US will do whatever it takes to avoid a recession

Assessing Trump’s Shock and Awe Move in Apr 2025

Multiple Countries

Assessing Trump’s Shock and Awe Move in Apr 2025