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▲ Investor, US stock market, international oil prices/AI generated image
Asian investors have begun to reconsider their exposure to US assets. As US President Donald Trump's trade policies increase market volatility, cracks are appearing in US-centric investment strategies.
According to CNBC on June 25 (local time), at a Moelis & Company (MC) event held in Singapore, Asian investors' exposure to US assets emerged as a major topic. This is due to the Trump administration's tariffs and trade policy changes becoming a variable that shakes global capital allocation.
Eric Cantor, Vice Chairman of Moelis & Company, believes that uncertainty surrounding the US policy environment is influencing investment decisions. After serving as House Majority Leader for the Republican Party, he has advised the investment banking industry on the intersection of policy and industry.
Asian investors' concerns are not merely short-term adjustments. The US stock market remains the world's largest capital market. However, Trump's tariff policies and trade conflicts can simultaneously shake corporate earnings, supply chains, and exchange rate forecasts.
In particular, Singapore is a market where changes among Asian investors are reflected more sensitively. This is because it is a financial hub where high-net-worth individuals, family offices, and institutional investors from Asia gather. Whether to maintain their allocation to US assets or shift some funds to Europe and Asia has emerged as a key question for investors.
Confidence in the US market has not completely collapsed. However, as the "Trump trade" re-emerges, Asian capital is moving more cautiously. Whether to continue holding high-growth US assets or to diversify to avoid policy risks is becoming a turning point for global capital flows in the second half of the year.
*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*
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