US-India deal and supply-chain shift

Dr. Jacky Tang, Deutsche Bank Private Bank’s CIO for Emerging Markets, breaks down the key forces shaping Asia’s market outlook.

On Japan's weekend election, Jacky notes that “A victory for the LDP would point to broad policy continuity, with fiscal support and gradual BOJ normalisation still in place.”

He explains that such stability would support higher wages and investment, improving corporate profitability and contributing to a steeper yield curve that could benefit the banking sector.

The episode also explores upcoming CPI releases from China, India and the US, and why Asia’s inflation trends continue to diverge from those in the US. Jacky then discusses the latest developments in US-Asia relations — from reduced friction following the US-India trade agreement to a cautious stabilisation in US-China engagement.

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