This podcast episode discusses the risks of re-emerging trade tensions and their potential impact on the growth outlook for Asia. Key concerns include China's overinvestment and excess capacity, the upcoming US Presidential Election, and former President Trump's trade policies. These tensions could lead to a mismatch in supply and demand, downward pressure on prices, reduced corporate confidence, and decreased capital expenditure. Diversification efforts may provide some offset, but they are unlikely to fully mitigate the negative effects.
