Growth is slowing down across Asia due to falling exports and weak domestic demand. But the ongoing U.S./China trade dispute plays out quite differently in the various countries of the region. In this CIO Special report we focus on opportunities and challenges ahead, in particular:

  • Short-term prospects: some economies are more exposed to international trade than others.
  • Equities: how trade tensions and the risk of earnings downgrades weigh on this asset class.
  • Fixed income: why we remain constructive on Asian credit.


To download a PDF of the full report, please click here.


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