As Trump Stokes Trade Tensions, These Markets Are Quietly Booming
As Trump’s aggressive tariff policy fuels a US-China trade war and triggers global market volatility, investors are reassessing the long-term outlook for the US economy. With analysts forecasting a potential GDP contraction and heightened uncertainty, global capital is beginning to shift its focus towards Asia and emerging markets.
Asia stands to benefit from trade diversification, as businesses relocate supply chains to mitigate tariff risks. Japan, Hong Kong, and China have each responded differently—Japan offering policy-driven stability, Hong Kong presenting access to Chinese equities with fewer restrictions, and China navigating pressure through stimulus and retaliation. Meanwhile, emerging markets like India, Brazil, and Vietnam are attracting investor attention for their strong growth potential and rising affluence, with projections showing they could outpace developed markets in 2025.
As traditional economic powerhouses face turbulence, the appeal of broader diversification and access to alternative growth markets continues to rise.
👉 Discover how to rebalance your portfolio and explore opportunities in Asia and emerging markets. Click to learn more.
Why Silver could be the precious metal of 2025
Risk-on sentiment fades as tariffs return to the spotlight
USDCAD shrugs off upbeat US jobs data
Dollar Mixed as Tariff Tensions Rise and Jobs Data Buoys Fed Outlook | 4th July, 2025
ATFX Market Outlook 4th July 2025
Nonfarm payrolls take center stage
Gold declines as trade optimism reduces safe-haven demand, while a weak dollar limits losses
