Return of Trump

Trump’s comeback to the presidency has stirred up fresh waves of uncertainty. With inflation likely to rise, the Fed’s path to easing could face serious challenges. To break down what this means for the global and regional markets, our in-house Economist, Erica Tay, who’ll dive into the potential impacts and discuss whether China’s recent debt swap is a genuine stimulus move or more symbolic. Meanwhile, we’re also on the lookout for regional winners in a “Trump 2.0” era. Our regional Analyst, Chak Reangsinpinya sees Thailand as particularly well-positioned, identifying three main themes: the acceleration of the "China Plus One" strategy, the impact of higher U.S. interest rates, and potential shifts in the energy market. Join us as we explore the possible ripple effects of Trump’s return on our side of the world. - Edited by Xuan Hao/Leslie

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