Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.
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.