As Trump Stokes Trade Tensions, These Markets Are Quietly Booming

Explore how Asia and emerging markets are becoming key investment hotspots as US-China trade tensions reshape the global economic landscape.

As Trump’s aggressive tariff policy fuels a US-China trade war and triggers global market volatility, investors are reassessing the long-term outlook for the US economy. With analysts forecasting a potential GDP contraction and heightened uncertainty, global capital is beginning to shift its focus towards Asia and emerging markets.

Asia stands to benefit from trade diversification, as businesses relocate supply chains to mitigate tariff risks. Japan, Hong Kong, and China have each responded differently—Japan offering policy-driven stability, Hong Kong presenting access to Chinese equities with fewer restrictions, and China navigating pressure through stimulus and retaliation. Meanwhile, emerging markets like India, Brazil, and Vietnam are attracting investor attention for their strong growth potential and rising affluence, with projections showing they could outpace developed markets in 2025.

As traditional economic powerhouses face turbulence, the appeal of broader diversification and access to alternative growth markets continues to rise.

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規則: FCA (UK), ASIC (Australia), CIMA (Cayman Islands), VFSC (Vanuatu)
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