What Asia’s Markets Are Really Reacting To
US tariffs are back with a vengeance, and this time they’re aimed squarely at Asia. But in a surprising twist, markets across the region are powering ahead, brushing off policy threats and hitting record highs. Is the optimism justified, or are investors simply done holding their breath?
In this week’s Market Focus Weekly from The Business Times, host Emily Liu is joined by Raisah Rasid, global market strategist at JP Morgan Asset Management, to decode the latest round of tariff drama, investor sentiment, and why Japan and Malaysia may be more resilient than they appear.
Why listen?
Because tariffs are rising, but fear isn’t Despite looming August deadlines and harsh new terms, especially for Vietnam and Japan, investors aren’t panicking. Rasid explains why.
Because Japan’s deflation era may be ending Wage growth is up, consumer sentiment is steady, and the Bank of Japan is signalling action. The domestic story is finally turning.
Because Malaysia is walking a tightrope With rates cut for the first time in five years, Malaysia is bracing for tech sector headwinds while betting on subsidies and investment to hold the line.
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Because copper just surged overnight A 50 percent tariff on copper imports shocked markets. Supply is tight, demand is rising, and prices may stay high for longer than expected.
Market Focus Weekly delivers clear, timely insight on the stories shaping Asia’s markets. Listen now at bt.sg/podcasts. Have feedback or an episode idea? Email the team at btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
Produced and edited by: Howie Lim & Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
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