Navigating trade war turbulence

  • Seven insights for navigating trade war turbulence

  • Trade war takes us into uncharted waters

  • Main and alternative scenarios

Navigating trade war turbulence
Navigating trade war turbulence

Emerging Markets focus

Emerging Markets beyond the 90-day tariff pause

President Trump has announced a 90-day pause on tariffs higher than 10%. However, in the meantime, he has further increased tariffs on China to 125%. In retaliation, China announced an 84% tariff on all US imports starting from April 10th. While the situation remains quite fluid, we will address some concerns from an economic standpoint regarding growth and inflation.

EM_article.png
Emerging Markets focus

Long-term views

  • The uncertain reality of tariffs

  • Is gold still affordable? Yes

long_term_themes.png
The uncertain reality of tariffs and the...

Authors

RC - Author - Vincent Mortier
Group Chief Investment Officer
RC - Author - DEFEND Monica
Head of Amundi Investment Institute & Chief Strategist