Rajiv Batra

THE WRITER IS HEAD OF ASIA & CO-HEAD OF GLOBAL EMERGING MARKETS EQUITY STRATEGY AT JPMORGAN

The market's focus has been on reciprocal tariffs, but the game changer for Asean may be the outcome for exemptions on semiconductors, pharmaceuticals, and certain commodities.

Navigating Asean’s markets in H2: A balanced approach for a mixed outlook

While the region grapples with global recession risks and geopolitical uncertainties, opportunities for growth remain