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.
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 [].
References
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