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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“Exceptionalism” drives earnings growth. China’s evolving policy response and strong US liquidity are other supportive factors for risk assets.
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South Korea’s President Yoon survives impeachment. An uncertain short-term period may ensue in Korea, but adverse market impact is limited.
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The declaration and reversal of martial law in Korea is unlikely to thwart Asia’s positive fundamentals into 2025.
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There are SGD credit alpha opportunities worth exploring, that have been mostly overlooked by global investors.
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