Possible impact of Trump's trade policies and tariffs on Chinese and Asian economies and Asia FX, as well as implications of Fed's easing cycle and semiconductor cycle.
Asia FX 2025 Outlook Podcast Series #1: Navigating Asia FX markets in Trump 2.0
Lin Li, Head of MUFG Global Markets Research Asia, discusses main themes governing Asia FX movements and the Asia FX outlook for 2025. Lin highlights the possible impact of Trump's trade policies and tariffs on Chinese and Asian economies and Asia FX, as well as implications of Fed's easing cycle and semiconductor cycle.
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