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US Tariffs: How are Emerging Markets Managers Positioned?
On April 2, President Trump’s newly announced tariffs have far exceeded most expectations. For many regions, particularly emerging markets, the scale of the hikes was much larger than anticipated. Asian countries, in particular, have been disproportionately affected. China, one of the hardest-hit countries, will see a total tariff rate of 54% on Chinese imports. This includes imports from Hong Kong and Macau. In the continent, China was closely followed by Vietnam, Taiwan, Indonesia, and India….
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