Analysts say Trump's presidency and China's economy will be key to determining the direction of the Asian markets in 2025.
"Major exporters such as information technology hardware and auto players may face challenges," he added. The policies of the incoming Trump administration will likely drive the outlook for growth and inflation in 2025 in Asia, according to Nomura"We expect a ramp-up in tariffs early next year that leads to a pickup in inflation and slower investment growth."
Nomura forecasts Asia will also have to navigate tighter global financial conditions in 2025, due to higher rates in and a stronger dollar.Nomura sees"diverging monetary policy outlooks" across the region, saying that countries like China, Australia, South Korea and Indonesia which are more exposed to foreign exchange risks will see an easing of monetary policy in 2025.
The firm, however, sees growth outperformance in Asian economies with stronger domestic demand buffers such as Malaysia and the Philippines, whereas India, Thailand and South Korea are likely to face headwinds.The state of China's economy will also be a key focus area for Asian investors, with traders watching for a"meaningful commitment to sustainable growth" in Asia's second largest economy, Maris said.
Россия Последние новости, Россия Последние новости
Similar News:Вы также можете прочитать подобные новости, которые мы собрали из других источников новостей
Источник: CNBC - 🏆 12. / 72 Прочитайте больше »
Источник: NBCLA - 🏆 319. / 59 Прочитайте больше »