Implications of “Reciprocal Tariffs” on Asian Fixed Income
“Reciprocal Tariffs” may accelerate policy easing in Asia. Asian credit fundamentals remain relatively healthy. Domestically-oriented areas may be preferred.
Read more 
Trump tariff shocker – What’s next?
Trump's "Retaliatory Tariffs" sparks risk-off. A re-shape in global trade relations is underway, that will give rise to relative winners and losers.
Read more 
US political distrust weakens risk-taking
Risk-off mode with tariffs coming into effect amid strained alliances.
Read more 
Impact from Trump 2.0 tariffs
The US tariffs could be a negotiation tool for concessions. We don't expect this to be US Inflationary, and see divergent winners and losers ahead.
Read more 
A ‘3E’ Environment: Excess returns from Exceptionalism, Evolution, and Liquidity
"Exceptionalism” drives earnings growth. China's evolving policy response and strong US liquidity are other supportive factors for risk assets.
Read more