Investors Focus on Chipmakers and Banks Amid US Trade Policy Concerns

Dec 15, 2024

Global funds are exploring strategies to blend new and old economy investments to safeguard their Asian portfolios by 2025 from uncertain US trade policies and a strong dollar. Investors are eyeing opportunities in select chipmakers and bank stocks, alongside stable returns from dollar-denominated debt. Gold is expected to maintain its safe-haven status next year. Indonesia's robust domestic economy stands out in investment strategies, while India remains attractive due to its strong economic growth and favorable demographics. However, Asia faces risks as it is highly susceptible to potential confrontational trade policies from the incoming US administration. Exchange rate fluctuations, corporate profits, and slowing economic growth further exacerbate these challenges.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

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