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China Tariffs – Tweet For Tat?

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July 2018

Tomorrow is “the day” for the start-date of tariffs on $34 billion of Chinese imports to the US.

Have markets have priced this in already or will there be more fireworks in the markets when the tariffs actually hit?

Vishnu weighs in.

We also discuss emerging markets portfolio outflows accelerating — will this trend continue?

Vishnu also thinks Malaysia is a “buying opportunity” and the Ringgit is undervalued.

Presented by: Joyce Goh, Melisa Idris, Sharaad Kuttan

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