The Asian markets are experiencing heightened uncertainty, influenced both by domestic factors, such as local government support measures in China, and global economic dynamics related to U.S. policies.
While Japan's Nikkei shows growing optimism supported by GDP growth and corporate reforms, China's retail sales rebound raises questions about its sustainability due to underlying weaknesses in real consumption.
Trump's tariff policies not only pose challenges for the Chinese economy and stock market recovery but could also shift competitive dynamics in favor of Japanese firms in the global market.
In the forex markets, the yuan remains strained, with its movement contingent on U.S.-China trade negotiations, while the yen faces pressure amid Japan's negative real interest rates.
Collection
[
|
...
]