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Trump has pushed "Humpty Dumpty" off the wall - what now? The race for new trade blocs and supply chains

Whatever happens over coming weeks and even months in the US-China trade war, Donald Trump has irreparably broken the global trade architecture. And with it, he has also forced a realignment of the global supply chain that will likely see ASEAN emerge as a new manufacturing centre.

Jun 27, 2019

Larry Kwok , CFA
VP, Sales & Distribution

The US Dollar has fallen out of its uptrend against a basket of major currencies as the market expects the Fed would start cutting interest rate given Fed Chairman Jerome Powell said at the US central bank's June meeting that officials felt the case for a reduction had strengthened, citing the trade stand-off with China and weak inflation. A weakening US dollar and lowering US rates are supportive to non-US assets, particularly Emerging Asia! How to play on this theme? If you are optimistic on China/US trade deal or see value in China A-shares, consider 2803 HK (Premia Bedrock Econ ETF) and 3173 HK (Premia New Econ ETF). If you are concerned about the outlook of trade talk, 2810 HK (Premia EM ASEAN) can be used as a trade war hedge!

Jun 27, 2019

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