What are the safe havens for investors in Asia from Trump's fluctuations?
The criminal duties imposed by Donald Trump, as well as repeated fluctuations in share prices, form a challenge for the managers of Asian funds, as they must find a way to avoid possible losses in a market driven by the headlines of news. Violent advertisements issued by the US president in the first three weeks of his tenure, which targeted different countries such as Canada, Mexico and China, led to a treasury treasury treasury treasury treasury. These ads also made the choice of investments based on basic factors that are useless. Also read: What are Trump’s goals to set up new customs duties? The response of Asian investors to fluctuations in the search for assets that provide relative protection against increasing global voltages. Among them are the ‘hidden valuable assets’ linked to ‘Deepseek’ in China, the shares in Singapore and Australia, countries with large local markets and Indian government bonds. “Our strategy for Trump 2.0 (intended for the second presidential period) is based on preparation for higher fluctuations, so investors now have to bear less total risk compared to 2024,” according to Louis Lu, the head of multi -Assos investment solutions for the big China in “ABRDN” in Hong Kong. He added that the infinite episode of “escalation, revenge, negotiation and reduction of escalation” will create a lot of noise and fluctuations. Some of the most important investments elected by Asian money managers and analysts are now considered by Chinese technology companies related to the application of the new artificial intelligence of “Deep Seck” as one of the areas that reduce the news of Trump’s definitions. The giant internet businesses, such as the “Ali Baba Group” group, promote their ability to build artificial intelligence models with a similar ability for its Western competitors, which strengthened its attraction. The greater acceptance of artificial intelligence in China has helped software companies such as “Beijing Kingsoft Office Software” and “360 Security Technology” to jump around 30% since the beginning of the year, making it among the Top 10 performance companies in the CII 300 (CSI 300) index. Also read: The most recent of it is ‘deeply sick’ .. Why does Chinese technology surprise the West? The Chinese technological stock index traded in Hong Kong entered a technically rising market on Friday thanks to the Deep Seck’s artificial intelligence model, which had optimistic remarks of analysts in companies such as “Deutsche Bank” and “HSBC Holdings”. The Chinese stock trading has proved a difficult process over the past few years, but there are ‘many hidden gems’, says Joan Joe, the first strategy that invested in the DBS Bank Bank in Singapore. “Because of Deeb Sick, we see more attention to Chinese technological power,” she added. Distribution distributions There is another field that is expected to provide a haven for current global fluctuations, investing in companies that have a busy record of high profits. The index of these businesses has achieved a 15% return over the past year, with more than 12% profits achieved by a wide basket of regional shares. “We prefer the following areas in light of the current fluctuation Singapore and Australia as high yields and higher quality, with a greater variety in trade,” says Sat Duhra, director of the governor at Janus Henderson Investors in Singapore. The Standard Stock Index in Singapore offers a 4.9%return, based on estimates for profit distributions for the next twelve months, while the Australian index offers a 3.4%return. These two numbers are compared to 2.5% return to the wider MSCI index of Asia and the Pacific Ocean. Duhra said he also prefers Chinese businesses with a higher return, as it will probably receive support from Beijing’s leadership to companies to increase shareholders’ returns. Local giants say that there is another strategy to reduce the risk of customs tariffs is to invest money in countries with relatively large local markets and depends less on exports. “India and Indonesia have large internal markets and” their growth paths are less related to international trade and islands, making it more durable, “according to Manuch Bahrava, CEO of Straits Investment Management in Singapore. Priority government is to develop infrastructure, which is a hurry to foreign trade.