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The Outlook for Asia and Emerging Markets Under Trump 2.0

In our recent Spotlight on Emerging Markets webinar, we explored the outlook for the region in the wake of the newly defined U.S. political landscape. CIO Sean Taylor and Portfolio Manager Jeremy Sutch discuss how new U.S. policies and a potentially stronger U.S. dollar may shape investment opportunities across the region.

  • 11/20/2024
  • 46:25 viewing time

Webcast recorded on 13 November 2024

ASEAN = The Association of Southeast Asian Nations (ASEAN) is a regional organization of 10 Southeast Asian and Pacific Rim countries whose governments collaborate to promote socio-cultural, economic, and political advancement in the region.
AIDC = Artificial Intelligence date centres 
BRICS = BRICS is an acronym that started as BRIC in 2001, coined by Jim O'Neill (a Goldman Sachs economist) for Brazil, China, India, and Russia.  Later in 2010, South Africa was added to become BRICS. Goldman Sachs claimed that the global economy will be dominated by the four BRIC economies by 2050.
EV = Electric Vehicle
Lat Am = Latin America
SIP Plans = Self-invested pension plans
P&L= Profit and Loss; a P&L statement is a financial report that summarizes a company's financial performance over a specific period of time

 

IMPORTANT INFORMATION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.