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Issue 16, December 2024: Challenges ahead for Asia under Trump 2.0

20/12/2024
Optimism Over China - It's not just about reopening

Issue 17, March 2025: Asia's exposure to Trump's trade policy

04/03/2025
Optimism Over China - It's not just about reopening
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Market & Model QuickUpdate
Issue 16, December 2024

20/12/2024

Challenges ahead for Asia under Trump 2.0 | The following reports provide insights on macroeconomics and what to expect for Asian markets over the forthcoming months.

Trump 2.0: Asia will face a challenging 2025

Trump’s second US presidency can be challenging for Asia’s macro conditions in 2025. In this report, Christiaan Tuntono, Senior Economist for Asia Pacific at Allianz Global Investors, shares his insights on how Trump’s return will affect China and other Asian economies.
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Long-Term Capital Market Assumptions – Highlights, Released in Q4 2024

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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