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Market & Model QuickUpdate
Issue 18, June 2025

16/05/2025

Asia's trump card: Ready for round two | The following reports and video provide insights on macroeconomics and what to expect for Asian markets over the forthcoming months.

Asian countries are better positioned for Trump 2.0 (~3 minutes)

The re-election of Donald Trump to the White House brings uncertainty, especially regarding the impact of tariffs imposed on U.S. imports. In this brief video, AllianzGI’s Asian Fixed Income team shares insights on why most Asian countries are better positioned for the second Trump administration.

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De-dollarisation: a supportive shift for Asia

Concerns over the US’s policy credibility and fiscal sustainability have seriously dented, if not reversed, the notion of US exceptionalism. Christiaan Tuntono, Senior Economist for Asia Pacific at Allianz Global Investors, offers insights into the recent market worries, their impact on the US dollar and what this means for Asian economies.
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Long-Term Capital Market Assumptions – Highlights, Released in Q2 2025

Regularly we review and update our assumptions. The analysis is prepared by risklab, a global team of more than 50 investment, risk and digital wealth advisory experts within Allianz Global Investors. The short paper provides an at-a-glance view of our estimates of asset class returns, volatilities and correlations, which are derived based on risklab's proprietary Capital Market Model.
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