09 Oct 2024
5m

US Elections: The Outlook For Asia

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Thoughts on the Market

This podcast episode explores the complex link between the upcoming US election and its potential effects on Asia's economy, particularly in terms of tariffs. Hosts Michael Zezas and Chetan Ahya analyze how a Trump win could lead to significant tariff increases on China, which might slow China's growth and create deflationary pressures similar to past incidents. They also discuss the strategic responses China could employ, such as devaluing its currency and changing trade patterns, highlighting the interconnectedness of global economies.

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