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About Fullerton
About us
Leadership
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Augmented Intelligence
Accolades
Newsroom
Careers
Our offices
Investment funds
NAV
Distributions
Fund range
Restricted funds
Featured funds
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Fullerton Fund
Fullerton Lux Funds
Institutional
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×
Home
About Fullerton
About us
Leadership
Investment capabilities
Risk management
Sustainability
Augmented Intelligence
Accolades
Newsroom
Careers
Our offices
Investment funds
NAV
Distributions
Fund range
Restricted funds
Featured funds
Investment insights
Literature
Fullerton Fund
Fullerton Lux Funds
Institutional
Family Office
SG (International)
CN 中国
JP ジャパン
ID Indonesia
SG – International
CN 中国
JP ジャパン
ID Indonesia
Fullerton Insights
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.
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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.
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US political distrust weakens risk-taking
Risk-off mode with tariffs coming into effect amid strained alliances.
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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.
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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.
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