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.
China's strategic response to US tariffs alongside India and Asean-based investment opportunity, are set to drive growth across emerging markets in 2025.