Singapore: In-person event
Trump, tariffs and Asia’s winners and losers in the second administration
Thursday 27th February
Guoco Midtown Network Hub, 126 Beach Rd, Singapore 189772
Donald Trump’s second administration has started with a bang, with widespread moves to impose tariffs on some of the US' key trading partners – and threats to impose them on many more. As the year gets underway, investors need to understand which of Asia's economies and financial markets will hold up best in this tumult. What should they expect from the returned president? Are the US and China heading for a more intense trade war? Will China’s leadership deliver on hopes for stimulus? And how should investors be weighing heightened geopolitical risks?
We’re delighted to invite you to join our economist team on Thursday 27th February for this exclusive, in-person roundtable to discuss these key developments and how you should factor them into your decision-making. Join the discussion to get your macro and markets questions answered, including:
- China’s economy didn’t suffer much damage during Trump’s first trade war. What are the chances it beats expectations this time?
- Southeast Asia has benefitted from friendshoring. Can that continue with a more isolationist president in the White House?
- Where are the biggest opportunities in financial markets?
Meet the speakers
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Mark Williams
Chief Asia Economist
Mark Williams is Chief Asia Economist at Capital Economics, leading a team of analysts based in Singapore and London. He has three decades of experience covering the region, with a particular focus on China's economy and financial markets. Mark’s work is regularly cited in the Economist, Financial Times, Wall Street Journal and New York Times. Mark and his team have developed a reputation for building innovative indicators to track important trends, including their China Activity Proxy, which has become widely followed since it was first published in 2009; more recently a gauge of tariff re-routing activity; and their Global Fracturing database that tracks how geopolitical shifts are affecting global trade and financial flows. Before joining Capital Economics, Mark was at HM Treasury in London. He has degrees in Chinese and Economics from the universities of Edinburgh and Oxford.
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Julian Evans-Pritchard
Head of China Economics
Julian Evans-Pritchard joined Capital Economics in September 2013. Based in Singapore, Julian works with Mark Williams to cover the Chinese economy. He speaks and reads Chinese, and previously worked as a translator for Caixin, one of China’s leading financial news providers. Julian holds an undergraduate degree in mathematics and economics from the University of York and is currently pursuing a masters degree in economics at the National University of Singapore. He is a Chartered Financial Analyst and a member of the Economic Society of Singapore.
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Shivaan Tandon
Markets Economist
Shivaan Tandon joined Capital Economics in September 2022 and is an Economist in the Global Markets team. Shivaan joins from the Economist Intelligence Unit, where he worked as an analyst covering a mix of West and East European Economies in the Country Analysis Unit. He has a BA in Public Policy(Economic Policy) from Duke University in the United States.