Tariff Related Worry Is Out Of The Way; US, Europe, Asian Growth Inflecting: Morgan Stanley

In this conversation, Chetan Ahya, Chief Asian Economist at Morgan Stanley, provides a deep dive into the shifting macroeconomic landscape for India and the broader Asian region.

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The Tariff Outlook and Export Recovery

The US Supreme Court's decision to strike down high tariffs has introduced a much-needed sense of certainty [00:09].

• Peak Tariffs: Ahya notes that tariffs have likely peaked, which is a significant relief for non-tech exports in Asia that had previously struggled under trade uncertainty [].