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美元走强、特朗普风险可能会影响亚洲投资者2025年投资押注

The strong dollar and potential risks from Trump may affect Asian investors' investment bets for 2025.

Breakings ·  08:06

Global Funds are exploring how to combine XINJINGJI and old economy to protect their Asian investments in 2025 from the uncertainties of USA trade policies and a strong dollar. Investors are focusing on opportunities in certain chip manufacturers and bank stocks, as well as the stable return potential of dollar-denominated debt. Gold's status as a safe haven is expected to remain strong next year. Among various markets, Indonesia, with its strong domestic economy, stands out in investors' strategies, while India continues to attract attention due to its still robust economic growth and favorable demographic structure. Nevertheless, Asia still faces risks as it is one of the regions most affected by incoming President Trump's confrontational trade policies. Exchange Rates fluctuations, corporate profits, and the slowdown in economic growth next year exacerbate these challenges. According to Carol Lye, a portfolio manager at Brandywine Global Investment Management, the easing measures taken by major central banks earlier this year laid the foundation for economic recovery globally. However, "Regarding Trump, we expect uncertainty in USA policies, which will intensify volatility across all asset classes."

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