28 Jan 2025
6m

Will Trump’s Tariffs Reshape Asian Economies?

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Thoughts on the Market

This interview podcast discusses the potential economic impact of U.S. tariffs on Asia, specifically focusing on China. The hosts, Michael Zezas and Chetan Ahya, explore five potential avenues for increased tariffs on China, as outlined in the "America First" trade policy document. Ahya predicts that China will allow some Renminbi depreciation but less than in previous years to mitigate the effects of tariffs, while Zezas believes the chances of a new trade deal between the U.S. and China are low. The discussion concludes with an assessment of the potential broader impact on other Asian economies and the mitigating measures they might employ. The podcast highlights the significant risk of lower growth in China and the wider Asian region due to potential tariff increases.

Outlines

Part 1: Introduction, US Tariffs

Part 2: Tariffs on China, Trade Deal

Part 3: China's Response, Broader Impact

Part 4: Conclusion

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