Asia post-Liberation Day
Episode description
In the debut Asia edition of the ‘At Any Rate’ podcast, Sajjid Chinoy and Arindam Sandilya discuss the outlook for EM Asia macro and markets in the wake of US reciprocal tariffs.
Key topics discussed:
- How global economic views are evolving post-Liberation Day; channels of transmission to Asian growth and growth forecast changes
- Asian policymakers’ responses; policy tools deployment across different countries
- Rates and bonds investing
- Asian FX - how the dollar behavior is shaping FX views; primary risk factors to watch out for
This podcast was recorded on Apr 10, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at
https://jpmorganmarkets.com/research/content/GPS-4951821-0, https://jpmorganmarkets.com/research/content/GPS-4944945-0, https://jpmorganmarkets.com/research/content/GPS-4950529-0, https://jpmorganmarkets.com/research/content/GPS-4952039-0 and https://jpmorganmarkets.com/research/content/GPS-4950917-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.