Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments.
Trump’s 90-day pause on reciprocal tariffs offers welcome breathing room for Asia (outside China) and the region should avoid the worst of the fallout of the trade war provided they are not reimposed at a later date. And with US tariffs on China set to remain much higher than on the rest of the region, Asian exporters are well placed to gain market share in the US as firms seek alternative suppliers. Looking beyond the trade war, with inflation set to remain low and growth likely to struggle, we expect most central banks to cut rates further this year.
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