How Asia-Pacific investors can navigate Trump’s America first plan
President Trump is dramatically reshaping geopolitics, creating new risks and opportunities for investors across the Asia-Pacific.
President Trump is dramatically reshaping geopolitics, creating new risks and opportunities for investors across the Asia-Pacific.
With the ability to uncover hard-to-find information and enable more frequent trading in traditionally illiquid asset classes, new technologies like artificial intelligence and tokenisation could be the biggest disruption most private markets investors will see in their lifetime.
Capital markets continue to be a key battlefield of power between Beijing and Washington, and whether the yuan has a serious chance of taking over the dollar as the international currency is the next big question for the world economic order.
A world where the US dollar is no longer the reserve currency seems increasingly likely by the day, and institutional investors are wary that it could fundamentally change the way they construct portfolios.
The global environment in which small Asian economies have thrived over the past seven decades is being dismantled as the US retreats as an advocate of multilateralism, globalisation and internationalism, warned leading geopolitics academic and economist Danny Quah.
The radical shift in world geopolitics has prompted investors like the Monetary Authority of Singapore, Khazanah Nasional Berhad and the Hong Kong Monetary Authority to rethink their strategic asset allocations in favour of a more granular approach.