EPISODE · Nov 5, 2024 · 10 MIN
US election impact on ASEAN
from The MUFG Global Markets Podcast · host MUFG EMEA
Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week about the potential growth, monetary policy, and FX implications on ASEAN from a Harris election victory and a Trump election victory. Lloyd also highlights which ASEAN economies and currencies would underperform in an adverse Trump scenario, where 60% US tariff is imposed on all Chinese imports while a 10% blanket tariff is imposed on US imports from all other countries. Disclaimer: www.mufgresearch.com (PDF)
What this episode covers
Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week about the potential growth, monetary policy, and FX implications on ASEAN from a Harris election victory and a Trump election victory. Lloyd also highlights which ASEAN economies and currencies would underperform in an adverse Trump scenario, where 60% US tariff is imposed on all Chinese imports while a 10% blanket tariff is imposed on US imports from all other countries. Disclaimer: www.mufgresearch.com (PDF)
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US election impact on ASEAN
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