Bloomberg Investment Management Summit
- noemieviterale
- Oct 9
- 1 min read
Updated: Oct 10
Navigating Tariffs and Trade Wars: Impact & Market Opportunities in Asia
At the Bloomberg Investment Management Summit in Singapore, APAC Advisors CEO Steven Okun joined Deborah Elms and Marc Franklin to discuss how tariffs, trade wars, and geopolitics are reshaping investment and market strategy across Asia. China was top of mind — yet its use of economic coercion makes it an unlikely global leader. The U.S. is now using similar tactics, turning trade tools into statecraft.
Both powers are weaponizing economics, forcing others to navigate a fragmented landscape as globalization is rebuilt, piece by piece.
National security drives trade and technology. Every policy decision now carries strategic weight.
Techno-protectionism is here to stay. AI, semiconductors, and rare earths have become instruments of state power.
Policy silos have collapsed. Economics, climate, and security now feed into a single, interconnected polycrisis.
“Asia for Asia” will take time. The U.S. remains an essential partner and major market as Asia builds deeper regional ties.
Investors must now navigate a world of blocs, not borders, where geopolitics and market dynamics are inseparable.
