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Summary
U.S. policy changes are impacting the global economy. In the U.S. itself, the combination of slower growth and higher inflation will challenge the Federal Reserve. Externally, U.S. tariff policy is hurting international trade, raising uncertainty, geo-political impacts, and leading to scrutiny on supply chains. While the suspension of many tariffs have provided relief in China and the rest of Asia, tariff uncertainty remains and will weigh on Asia-Pacific economies. Still, solid domestic demand, industrial upgrading and intra-Asian trade should support relatively robust trend growth in Asian emerging market economies.
- U.S. import tariffs will lower growth in the U.S. and abroad, and raise U.S. inflation
- China’s economy is challenged by U.S.-China trade tension and soft domestic demand
- External headwinds will weigh on APAC economies but not stall them
- Supply chain shifts have been modest so far but how will geo-politics work out?
In this evolving macro and trade landscape, how can we leverage data and AI to enhance risk management and strategic planning?
Speakers
S&P Global Ratings
Louis Kuijs
Chief Economist, Asia-Pacific
Louis leads the Asia Pacific macro team and its research, forecasts and views. He contributes to S&P Global Ratings’ macro-credit narrative and represents the firm in events, conferences, and the media, delivering insights and thought leadership to the marketplace.
Before joining S&P Global Ratings in 2022, Louis held senior positions in both the public and private sectors, including at the International Monetary Fund (IMF) in Washington DC, the World Bank in Beijing, and at the Royal Bank of Scotland and Oxford Economics in Hong Kong. While with the World Bank, he led the China Quarterly Update, headed the Bank’s mid-term review of China’s 11th Five Year Plan, and led research on China’s saving and investment, rebalancing, and long-term growth and structural change.
Louis is a well-known observer of China’s economy and contributes regularly to the international media on China and Asia.
S&P Global Market Intelligence
Michelle Cheong
S&P Global Market Intelligence
Head of Thought Leadership, Credit Solutions
Michelle P Cheong is Head of CreditPro® Product, Credit Solutions, where she owns product development, quality assurance, strategy, go to market, thought leadership and customer experience globally. Prior to joining S&P Global Market Intelligence, Michelle was a portfolio manager in Barclays Global Investors, State Street Global Advisors and Goldman Sachs Asset Management with responsibility of AUM up to USD 1bn; where she focused on alpha, portfolio construction and risk research. Michelle has a Bachelors in Mathematics and Economics (with Distinction) and Masters in Financial Engineering from Cornell University. She has also completed the All But Dissertation at the Ph.D. program in Finance at Nanyang Business School, Singapore.
S&P Global Market Intelligence
Shruthi Nagarajan
S&P Global Market Intelligence
Senior Research Analyst, Credit Solutions Thought Leadership
Shruthi Nagarajan is a member of the Global Thought Leadership team for Credit Solutions data. She assists in identifying digital and quantitative use cases and conducts research to derive value from Credit Solutions data across various platforms, including desktop, bulk feed, cloud, and API. Previously, she was with the RatingsXpress Product Management team for API platforms.
Before joining S&P Global, Shruthi worked as a Business Analyst at Cognizant Technology Solutions. She holds a Bachelor's degree in Technology in Computer Science and Engineering from Jawaharlal Nehru Technological University, Hyderabad, India.
Questions?
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