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Tariffs Challenge Asia, But India and China Shine

6/17/2025

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Summary

Story summary

Investment firms are treading carefully as U.S. tariffs threaten emerging markets, especially in Asia, while Latin America shows surprising resilience. Despite these challenges, strong macroeconomic fundamentals shine through. With domestic consumption and government backing fueling growth, India and China present ripe opportunities for savvy fund managers to uncover undervalued gems in this shifting landscape.

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Story summary

Investment firms are treading carefully as U.S. tariffs threaten emerging markets, especially in Asia, while Latin America shows surprising resilience. Despite these challenges, strong macroeconomic fundamentals shine through. With domestic consumption and government backing fueling growth, India and China present ripe opportunities for savvy fund managers to uncover undervalued gems in this shifting landscape.