Restrategising Asian Investments In Another Trump Presidency

Jason Yu, Head of Multi Asset and Fixed Income Management, Asia, Schroders

12-Nov-24 07:30

Restrategising Asian Investments In Another Trump Presidency

Pause
Embed

Donald Trump's victory in the 2024 US presidential election brings with it potential shifts in how Asian fixed income markets will behave. For one, Trump's stance on fiscal expansion and trade protectionism could keep US interest rates higher for longer with a stronger dollar, creating pressure on regional debt. Jason Yu, Head of Multi Asset and Fixed Income Management, Asia at Schroders, shares his insights.

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim, Jake Lim

Presented by: Shazana Mokhtar, Keith Kam

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, international, economy

Tags: fixed income markets, asia, us, trump presidency,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Thomas Cheong, President of Principal APAC & Middle East and VP of Principal Financial Group talks about investment strategies for private equity.

7:45 AM

Morning Brief

Felix Neoh, Director of Financial Planning at Finwealth Management discusses the upcoming mandatory financial education module for loan takers.

8:00 AM

The Breakfast Grille

Dato Ir. Ts. Sudarnoto Osman, CEO of SDEC, outlines the company's strategy to make Sarawak a regional digital powerhouse by 2030.

8:30 AM

Morning Brief

Ahmad Yazid Othman, Senior Fellow at Majlis Tindakan Ekonomi Melayu (MTEM) discusses amendments on good governance in MARA and the agency's broader role today.

8:45 AM

Morning Brief

Dr. Benjamin Barton, Associate Professor, University of Nottingham Malaysia unpacks Trump's threat to sue the BBC for 1 billion dollars.

9:00 AM

Opening Bell

(REPEAT) Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.sia and international capital markets.

9:15 AM

Opening Bell

(REPEAT) Thomas Cheong, President of Principal APAC & Middle East and VP of Principal Financial Group talks about investment strategies for private equity.

9:35 AM

Ringgit & Sense

Rumi Yeo, Author & Financial Coach discusses his book How Your Mind Thinks About Money.

10:05 AM

Open For Business

Rajagopal Yagambram, Founder, Planet Zoo

11:00 AM

Tech Talk

Khalil Nooh, Co-Founder & CEO, Mesolitica

12:00 PM

Enterprise Explores

Thanneermalai Somasundaram, Managing Director, Thannees Tax Consulting Services

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

Neil Woods was once a dedicated narcotics officer. Today, he’s one of the leading advocates of drug policy reform who believes the entire war on drugs has failed. What changed?

4:05 PM

Health & Living

Endometriosis is often misdiagnosed or ignored. We look at the gaps in diagnosis and treatment of endometriosis, and why women deserve a chance to improve their quality of life.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service

PROGRAMMES