As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.
Public market repositioning, increased caution in cross-border private deals and a pivot toward non-US tech sectors define a new era in family office strategy.
While industry experts view this surge as a temporary response to US-China trade tensions, concerns over hedging costs and investment returns remain in focus.
As uncertainty dominates global markets following Trump's tariff announcements, asset owners are prioritising liquidity management while preparing for potential sharp declines in both public and private asset valuations.
As markets grapple with President Trump's trade policy actions, experts predict additional tariffs on Chinese imports and potential trade announcements targeting China, Europe, and Japan.
US-China tariffs are the top risk for investors in 2025, according to Raffles Family Office. The potential economic fallout has prompted investors to prepare contingency strategies, including shifts in asset allocation and a focus on private markets.
As China implements a series of bold monetary, fiscal, and property easing measures to rejuvenate its economy, early signs of improvement are emerging.