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Emerging markets experienced significant declines due to investor concerns over US President Donald Trump's trade threats and the fading prospects of a Ukraine ceasefire. The stock index tracking developing-nation stocks dropped 2.4%, with Asian stocks being hit the hardest. Trump's announcement of further tariffs on China, along with plans for levies on imports from Mexico and Canada, raised fears of an escalating trade war, impacting global markets. Despite the recent slump, emerging-market stocks had a strong start to the year, outperforming US equities, with a focus on artificial intelligence and economic stimulus driving investor interest. [Extracted from the article]

Emerging Asian markets, including Thailand and Indonesia, experienced significant declines in response to President Trump's tariff threats, with stocks nearing bear market territory. The uncertainty surrounding Trump's trade policies and the Federal Reserve's rate path has led to capital flight and outflows in these economies. The specter of an escalating trade war between the US and China, along with tariffs on Mexico and Canada, has contributed to market turmoil and currency depreciation in the region. [Extracted from the article]

Emerging markets faced significant turmoil as President Trump escalated tariff threats, causing Asian stocks to plummet. Countries like Indonesia and Thailand saw their equity markets suffer, with fears of a trade war impacting global economies. Investors are pulling out of emerging markets, leading to significant outflows and losses, with the situation exacerbated by the strengthening dollar. [Extracted from the article]

Tuhin Kanta Pandey, a finance ministry bureaucrat known for market-friendly reforms, has been appointed to oversee India's top regulator after successfully selling Air India and implementing reforms in other state enterprises. Pandey's challenge is to bring stability to India's stock market by potentially reducing regulations. His predecessor, Madhabi Puri Buch, faced concerns over policy changes and conflicts of interest, highlighting the need for a balance between innovation and stable, long-term policies in regulatory decisions. Foreign investors are also looking for reassurance on corporate governance standards in India. [Extracted from the article]

Emerging Asian markets, including Thailand and Indonesia, experienced significant declines as President Trump's tariff threats caused global equities to plummet. The uncertainty surrounding Trump's trade policies and concerns over the Federal Reserve's rate path have led to market turmoil and capital flight in these export-driven economies. Investors are pulling out of these markets, with significant outflows recorded in Thai and Indonesian stocks, making them some of the worst-performing equity markets in 2025. The strong dollar and local economic challenges are further exacerbating the situation in Southeast Asia. [Extracted from the article]

European stock futures have fallen in response to conflicting statements from Donald Trump and the White House regarding higher tariffs on the European Union. Trump mentioned imposing 25% duties without specifics, while a White House official mentioned considering various options. The Euro Stoxx 50 Index futures dropped initially but recovered slightly, with experts suggesting potential economic impacts if blanket tariffs are imposed. The European Commission has vowed to respond firmly to any unjustified trade barriers. [Extracted from the article]

The Securities and Exchange Board of India (SEBI) is undergoing a leadership change amidst concerns about excessive regulation and a foreign exodus from local stocks. Investors are calling for simpler regulations and more stable, long-term policies to encourage market participation. The outgoing SEBI chairperson, Madhabi Puri Buch, faced criticism for regulatory flip-flops and conflicts of interest allegations, while also implementing measures to improve market access and safeguard investor interests. The new SEBI head, Tuhin Kanta Pandey, is expected to focus on simplifying regulations, enhancing corporate governance standards, and restoring investor confidence in the Indian market. [Extracted from the article]

Investors are showing increased interest in Asian emerging-market stocks as the dollar's rally slows down and President Trump's tariff threats appear less severe than anticipated. Recent gains in regional equities suggest a potential turnaround after underperforming global peers due to a strong dollar and trade tensions. The easing of tariff fears has boosted export-driven economies like South Korea, with technology firms benefiting from new AI technology. Despite ongoing uncertainties, emerging-Asian stocks are attracting buyers looking for growth opportunities in the region. [Extracted from the article]

Carson Block, a well-known China skeptic, is cautious about the current stock market rally in China due to concerns about unreliable corporate accounting and geopolitical risks. Despite the recent gains in the MSCI China Index, Block remains skeptical, citing potential risks such as US President Donald Trump's tariff threats and the possibility of military conflict between China and Taiwan. While acknowledging the momentum in Chinese stocks, Block is not considering China as a viable option for tactical investing and is instead exploring the possibility of starting a fund focused on Indian stocks. [Extracted from the article]

Short seller Carson Block is considering starting a fund in India's stock market, avoiding the rally in China's market. He believes India will attract significant investment, but is concerned about the country's capital gains tax rules. Block, known for uncovering fraud in Chinese firms, remains cautious on China due to geopolitical risks and unreliable corporate accounting. Despite his warnings, Chinese equities have seen a 10% gain since his caution in October. [Extracted from the article]

The article from Bloomberg.com discusses the impact of President Donald Trump's new tariffs on the US dollar and global markets. Speculation that the tariffs are a negotiating tactic rather than a permanent policy has led to a decline in the dollar's value and a shift in investor sentiment. While some investors remain bullish on the dollar, others are cautious about the potential risks of tariffs being implemented. The delay in imposing higher tariffs has also affected Chinese stocks, with some investors anticipating a positive outcome due to the perceived reduction in tariff risk. [Extracted from the article]

The article from Bloomberg.com discusses the impact of President Trump's tariff threats on the US dollar and global markets. Speculation suggests that the tariffs may be a negotiating tactic rather than a long-term policy, leading to a decline in the dollar's value. While some investors remain bullish on the dollar, others are less confident in its future strength. The delay in imposing tariffs has also affected Chinese stocks, with some investors anticipating a positive outcome due to the pricing in of tariff risks. [Extracted from the article]

MSCI Inc. has removed 20 Chinese stocks from its global benchmarks, with 8 new stocks being added. This move reflects a decreasing interest in Chinese stocks among investors, despite a recent rebound in the market. The changes will take effect on February 28 and also impact the MSCI All Country World Index. Chinese stocks have been losing their dominance in global portfolios to emerging market rivals like India and Taiwan, with most of the stocks being removed this time coming from the healthcare industry. [Extracted from the article]

Chinese stocks in Hong Kong experienced a significant surge following US President Donald Trump's announcement of potential talks with Beijing, raising hopes of avoiding a tariff increase. The Hang Seng China Enterprises Index rose nearly 4%, marking its largest daily increase since October. Despite the optimism, uncertainty remains as negotiations are anticipated to result in tariff extensions rather than cancellations. Investors are finding encouragement in the low valuations of Chinese stocks, with further upside potential predicted. Foreign investors are cautiously positioned in Chinese stocks, with the market expected to remain more orderly amidst the latest tariff tensions. Mainland China's closure for the Lunar New Year holiday has shifted focus to Hong Kong stocks as a key indicator of investor sentiment on Chinese equities. [Extracted from the article]

Chinese stocks listed in Hong Kong are expected to face increased pressure due to US President Donald Trump's imposition of tariffs. The MSCI China Index recently entered a bear market, and the new tariffs could impact China's struggling economy, particularly affecting online retailers like Alibaba Group Holding Ltd. and the chip industry. Other Asian economies may also be vulnerable to trade wars, with potential repercussions for sectors such as online retail, semiconductor manufacturing, auto stocks with exposure to Mexico, and green energy companies. [Extracted from the article]

European stock futures are declining as investors fear that the region may be the next target of US tariffs. President Trump has already imposed tariffs on Canada, Mexico, and China, and has indicated that the European Union could be next. The potential tariffs could impact corporate profits, with estimates suggesting a 1-2% decrease in earnings per share for European goods. Automakers and alcoholic drinks companies are among the sectors that may be affected by these developments. [Extracted from the article]

Chinese stocks listed in Hong Kong are expected to face increased pressure due to US President Donald Trump's tariffs. The MSCI China Index has already entered a bear market, and the new tariffs could impact China's struggling economy, particularly online retailers like Alibaba Group Holding Ltd. and the chip industry. Other Asian economies may also be affected by the tariffs, with potential consequences for sectors such as online retailers, semiconductor makers, auto stocks with exposure to Mexico, and green energy companies. [Extracted from the article]

The article discusses US President Donald Trump's plans to impose tariffs on goods from Canada and Mexico, causing uncertainty in the global stock market. Investors are trying to decipher the impact of Trump's announcements, which have been inconsistent and unpredictable. Various sectors, including automakers, pharmaceuticals, and steel, are at risk due to the tariffs, while small-cap stocks may benefit. The article also highlights potential repercussions on China, Asia, and Europe, with specific industries facing challenges and opportunities based on Trump's trade policies. [Extracted from the article]

The article discusses US President Donald Trump's plans to impose tariffs on goods from Canada and Mexico, causing uncertainty in the global stock market. Investors are trying to decipher the impact of Trump's announcements, which have been inconsistent and unpredictable. Various industries, such as automakers, pharmaceuticals, and steel, are at risk due to potential tariffs. The article also highlights the potential effects on China, Asia, and Europe, with different sectors facing challenges and opportunities based on Trump's trade policies. [Extracted from the article]

The article discusses US President Donald Trump's plans to impose tariffs on goods from Canada and Mexico, causing uncertainty in the global stock market. Investors are trying to anticipate the impact of these tariffs, which could range from 25% tariffs on all imports to targeted reprieves for specific industries. The article also highlights potential risks for global stocks and sectors, such as automakers, pharmaceutical companies, and solar companies, as well as the impact on regions like China, Asia, and Europe. Overall, the market is reacting cautiously to Trump's tariff threats, with concerns about potential trade wars and the unpredictability of his actions. [Extracted from the article]

The article discusses US President Donald Trump's plan to impose 25% tariffs on goods from Canada and Mexico, causing uncertainty in the global stock market. The potential impact on various industries, such as automakers, pharmaceuticals, and steel, is highlighted. The article also addresses the implications of tariffs on China and Asia, as well as Europe, with a focus on specific sectors and companies that may be affected. Overall, the market is reacting cautiously to Trump's tariff threats, with investors closely monitoring developments. [Extracted from the article]

The article discusses the ongoing selloff in Indian stocks, particularly smallcap shares, which have seen a 20% decline from a September peak. Concerns over economic and earnings growth, as well as foreign fund outflows, have contributed to the slide. The NSE Nifty Smallcap 250 Index narrowly avoided entering a bear market, and investors are now questioning the valuation premium of Indian stocks compared to emerging-market peers. Despite some recovery in blue-chip companies, the overall market remains volatile. [Extracted from the article]

The article from Bloomberg.com discusses the ongoing selloff in Indian stocks, particularly smallcap shares, which have seen a 20% decline since September. Foreign funds exiting the market due to concerns over economic and earnings growth have contributed to the slide, with small- and mid-cap stocks being most affected. The NSE Nifty Smallcap 250 Index is on track to enter a bear market, reflecting a broader trend of high valuations and investor panic among retail investors. Despite this, the benchmark NSE Nifty 50 Index saw a slight recovery as blue-chip companies bounced back, amidst thin trading in Asia due to Lunar New Year holidays. [Extracted from the article]

The article discusses the current state of Chinese stocks, highlighting a decrease in enthusiasm due to fading stimulus effects and uncertainty surrounding Donald Trump's plans. Money managers are now seeking value in sectors such as dividend shares, firms that may benefit from higher US tariffs, and companies favored during consumer expense cuts. Despite challenges, investors are still hopeful for positive policy measures to counter tariffs, with potential winners identified in dividend shares, self-reliant firms, and companies catering to budget-conscious consumers. The article provides insights from various fund managers on strategies to navigate the market's headwinds. [Extracted from the article]

Foreign investors have withdrawn $5.4 billion from Indian equities in January, leading to concerns about the country's economic growth and corporate earnings. The NSE Nifty 50 Index has dropped by almost 12% from its peak in September, with weak corporate results contributing to the decline. Analysts predict that the exodus of foreign money may continue due to an earnings crunch and slowing consumption, while investor focus shifts to the upcoming federal budget announcement on Feb. 1 for potential measures to stimulate growth. [Extracted from the article]

Foreign investors have sold $5.4 billion worth of Indian stocks in January, leading to concerns about the country's economic growth and corporate earnings. The NSE Nifty 50 Index has dropped significantly, with weak corporate results contributing to the decline. There is a fear of continued foreign selling due to an earnings crunch and a slowdown in consumption, with investor focus shifting towards China amid hopes of a trade deal with the US. Despite being among the world's most expensive, Indian shares are facing further declines, with expectations for stimulus measures in the upcoming federal budget. [Extracted from the article]

Asian stock investors are feeling pessimistic at the beginning of 2025 due to concerns over potential tariff increases by Donald Trump and the impact of a stronger dollar. Experts predict that regional equities will lag behind US stocks in the first quarter, with Trump's policies expected to boost growth and inflation in the US. While some believe China may outperform its peers due to government stimulus measures, the overall outlook for Asia remains uncertain, with the threat of higher US tariffs being a major concern. Investors are advised to focus on companies with strong cash flows and balance sheets to navigate potential challenges. [Extracted from the article]

According to a Bloomberg article, New York University professor Aswath Damodaran recommends buying the "Magnificent Seven" stocks during market corrections, as they are highly profitable companies that continue to generate money. The stocks include Tesla Inc., Meta Platforms Inc., Microsoft Corp., Alphabet Inc., Amazon.com Inc., Apple Inc., and Nvidia Corp., which have been major players in the tech and artificial intelligence sectors. Damodaran believes that these companies are essential drivers of the economy and suggests adding them to one's portfolio during market downturns. Tesla's recent rally has contributed to the overall gains of this group of stocks, which have seen a significant increase in value. [Extracted from the article]

India's economic growth has slowed to its lowest rate in almost two years, leading to concerns about the stock market's performance. The NSE Nifty 50 Index is down 8% from its September high, with foreign investors withdrawing billions from equities. Analysts predict a potential market correction due to weak growth, but some see opportunities for investment, especially if the Reserve Bank of India cuts interest rates. The outlook for India's assets remains uncertain, with differing opinions on the impact of the growth slowdown on the economy and financial markets. [Extracted from the article]

India's economic growth has slowed to its lowest rate in almost two years, leading to concerns about the stock market. The NSE Nifty 50 Index is down 8% from its September high, with foreign investors withdrawing billions from equities. Analysts predict a potential market correction, but some see opportunities for growth if the Reserve Bank of India cuts interest rates. The slowdown in growth has sparked discussions about potential rate cuts and policy changes to stimulate the economy. [Extracted from the article]

The Adani Group, India's largest corporate group, faced a significant market loss after US federal prosecutors accused its founder and executives of bribery to secure solar energy contracts. This development has contributed to a record outflow of global funds from Indian equities, totaling $14 billion since September. While the Adani Group's impact on India's stock market is limited, concerns about corporate governance have been raised, adding to existing worries about earnings momentum and valuation. Despite local institutions supporting the market, the economic backdrop suggests a challenging road ahead for Indian equities. [Extracted from the article]

Adani Group canceled a $600 million bond sale after founder Gautam Adani was charged by US prosecutors in an alleged bribe plot. The group's existing US-currency notes saw a significant decline in Asian trading following the news. Adani, one of the world's richest individuals, was accused of participating in a scheme to pay bribes to Indian government officials to secure solar energy contracts. The charges are seen as a setback for the conglomerate, which had been working to regain investor confidence after previous allegations of stock manipulation and accounting fraud. [Extracted from the article]

Adani Group has decided to cancel a $600 million bond offering after its founder, Gautam Adani, was charged by US prosecutors in an alleged bribe plot. This development has led to a significant drop in the group's existing US-currency notes in Asian trading. The charges against Adani involve an alleged scheme to pay over $250 million in bribes to Indian government officials to secure solar energy contracts, highlighting risks associated with emerging markets in terms of governance and regulatory scrutiny. [Extracted from the article]

Investors in Asia are increasingly focusing on potential winners from Donald Trump's anticipated return to the White House, leading to significant stock price increases in various sectors. Companies in South Korea, India, Australia, and Vietnam are seen as potential beneficiaries of tougher global trade restrictions under Trump's administration. While some stocks have surged, investors remain cautious about the uncertainty surrounding Trump's policies. The trend reflects a shift towards a more targeted investment approach in response to changing trade dynamics. [Extracted from the article]

Following Donald Trump's election victory, market watchers anticipate a shift in money flows towards India and Japan as investors react to potential tariff risks on Chinese assets. India is seen as a manufacturing alternative to China, offering relative immunity to global risks with its domestic-driven economy. Japanese stocks are expected to benefit indirectly from Trump's reflationary economic policy, which could boost the dollar and weaken the yen, benefiting exporters. While some remain optimistic about China's prospects, others foresee challenges ahead for Japan and India. [Extracted from the article]

MSCI Inc. has reduced the number of Chinese stocks in its indexes due to Beijing's unsuccessful stimulus efforts and structural economic issues. While 20 stocks will be removed from the MSCI China Index, five will be added to the MSCI India Index. This shift reflects the potential for India to see more additions in the future, according to analysts, as China's market presence diminishes in emerging market portfolios. [Extracted from the article]

The article discusses the impact of Donald Trump's return to social media on global markets, highlighting how his posts have historically influenced market movements. Trump's use of social media, particularly Twitter, has been a source of volatility in financial markets due to his unpredictable and market-moving posts. Investors are advised to closely monitor Trump's social media activity, as his "America First" policy and protectionist trade negotiations are expected to affect financial assets worldwide. The article emphasizes the need for market participants to be prepared for increased volatility and rapid reactions to Trump's social media comments. [Extracted from the article]

Investors are favoring India and Japan stocks over Chinese assets following Donald Trump's election victory and his anti-China stance, which includes threats of high tariffs on Chinese goods. India is seen as a manufacturing alternative to China with a domestic-driven economy, while Japanese stocks benefit from Trump's reflationary economic policy. The threat of tariffs is complicating Beijing's efforts to revive the economy, leading investors to consider rotating China exposure into Japanese equities. Despite short-term challenges, some investors remain optimistic about China's prospects, while India and Japan face their own economic issues. [Extracted from the article]

The article from Bloomberg.com discusses the potential impact of Republican nominee Donald Trump's re-election on financial markets, highlighting the influence of his social media posts on market movements. Traders are preparing for market volatility as Trump's victory in key states seems likely, with S&P 500 futures rising and the dollar strengthening. Investors are closely monitoring Trump's social media platforms, such as X (formerly Twitter) and Truth Social, anticipating market reactions to his posts. Trump's "America First" policy, including tariffs on foreign goods, is expected to negatively affect financial assets in Europe and emerging markets. [Extracted from the article]

Analysts are divided on the outlook for India's stock market, with Goldman Sachs lowering Indian shares to neutral due to slowing economic growth, while UBS Global Wealth Management recommends buying the dip as the soft patch in growth and earnings is seen as temporary. The uncertainty reflects concerns about company earnings amid weakening consumer spending and high valuations, with some investors expecting slower market growth. Despite the potential for a correction in the next few months, India's structural positive case remains intact, according to Goldman strategists. Jefferies Financial Group Inc. and UBS continue to see India as an attractive market for long-term investment due to its growth potential. [Extracted from the article]

Bernstein Societe Generale Group's Asia quant strategists have downgraded Indian stocks due to high valuations, while predicting further upside for Chinese equities. They believe that India's market is vulnerable in the near-term due to its record high relative valuations compared to China and emerging markets. The strategists have lowered their call on India to underweight and expect continued foreign outflows and weak earnings. On the other hand, they maintain a tactical overweight stance on China due to recent stimulus measures and anticipation of concrete announcements. Foreign funds have pulled over $5 billion from Indian stocks this month, causing the benchmark to fall over 3%. Indian equities are among the most expensive in the world, while Chinese shares have become more volatile following a recent rally fueled by stimulus announcements. [Extracted from the article]

India's stock market has rebounded and added $1.6 trillion in value after short seller Hindenburg Research accused the Adani Group of stock manipulation and accounting fraud. Despite the allegations, India's stock market has become the world's fourth-largest, with the benchmark NSE Nifty 50 Index generating a total return of over 250% since 2015. The Adani Group has responded to the allegations by paying down debt, delaying capital expenditure, and reassuring investors through road shows. While Hindenburg's report initially caused concern, investors now view the allegations with skepticism, and India's stock market continues to climb. [Extracted from the article]

The Federal Reserve's decision to cut interest rates is expected to have a positive impact on Asian assets. Money managers and strategists believe that the rate cut will help offset the challenges facing Asian assets, such as expensive valuations, China's economic slowdown, and growing trade tensions. Asian assets, including regional stocks and currencies, responded positively to the Fed's decision. The rate cut also gives Asian central banks more confidence to ease monetary policy without worrying about currency pressures. Additionally, corporate earnings growth in Asia is outpacing the rest of the world. Eastspring Investments and other experts believe that Asian assets will benefit more than assets from other regions from the Fed's pivot. [Extracted from the article]

Overseas funds are investing heavily in Indian stocks, with net foreign purchases this quarter expected to be the highest since 2023. This surge in inflows is due to restored confidence in India's policy continuity after Prime Minister Narendra Modi secured a third term in power, as well as India's growing prominence in global indexes. Despite India's expensive equity valuation compared to other emerging markets, investors find Indian equities attractive due to strong corporate performance and favorable economic conditions. India's GDP growth of 6.7% last quarter, surpassing China's 4.7%, further supports its potential as a global growth engine. [Extracted from the article]

The Federal Reserve's decision to cut interest rates is expected to have a positive impact on Asian assets. Money managers and strategists believe that the rate cut will help offset the challenges facing Asian assets, such as expensive valuations, China's economic slowdown, and growing trade tensions. The rate cut is seen as a signal of support for growth and is expected to drive capital inflows into emerging markets as investors seek higher returns. Asian assets, including stocks and currencies, have largely welcomed the Fed's decision. Additionally, the rate cut is expected to boost risk appetite and corporate earnings growth in Asia is already outpacing the rest of the world. [Extracted from the article]

India's stock market is surpassing China's in key global gauges, which is expected to attract more foreign investment. India now has a higher weighting than China in the MSCI AC World IMI Index and has become the largest market in the MSCI Emerging Markets Investable Market Index. This shift reflects investors' confidence in India's potential as a global economic growth engine. India's stock market has been performing well this year, while China's weighting in global benchmarks has decreased. However, India has not yet displaced China in the more widely-tracked MSCI World Index and MSCI Emerging Markets Index. [Extracted from the article]

The Federal Reserve's decision to cut its benchmark interest rate by 50 basis points is expected to have a positive impact on Asian stocks and risk currencies, according to analysts. The rate cut will give Asian central banks more flexibility to loosen their own monetary policies and alleviate concerns about weakening local currencies. Analysts believe that the lower US interest rates could increase risk appetite for Asian stocks and attract capital inflows into emerging markets. However, the impact on Asian currencies may be limited due to the stability of the Chinese yuan. [Extracted from the article]

Bank Indonesia's surprise interest-rate cut is expected to attract higher foreign inflows into bonds and stocks, potentially supporting the rupiah. The move comes as the Federal Reserve begins cutting interest rates, which could weaken the dollar and benefit emerging-market currencies like the rupiah. Analysts believe that the rate cut will be positive for Indonesian government bonds, with the potential for volatile price action in the rupiah. Additionally, the rate cut is expected to support higher market valuations and improved growth performance for Indonesian stocks. The move is seen as a positive development for the Indonesian economy and may attract foreign investors. [Extracted from the article]

A potential decision by the Federal Reserve to cut interest rates may cause a rally in the yen, which could unsettle emerging-market investors. This has similarities to the global volatility seen in August when the yen rallied due to the Bank of Japan's rate hike. A larger rate cut by the Fed may raise doubts about the health of the US economy and prompt a selloff in emerging Asia assets. On the other hand, a smaller rate cut may benefit equities, particularly in smaller Southeast Asian markets. The trajectory of the yen is closely tied to expectations around Fed rate cuts, and a bigger cut may hurt the earnings of Japanese exporters. Smaller Southeast Asian markets have become attractive to money managers positioning for the shift in Fed policy, with Thailand leading as one of the best-performing Asian equity benchmarks. Lower rates in the US may prompt the Reserve Bank of India to reduce borrowing costs, attracting foreign investors to local shares. India's rising economic growth and manufacturing sector have made it a favorite among investors. The mood is cautious in China as investors wait to see if weak economic data will prompt authorities to increase stimulus. A rate cut by the Fed may give China more room to ease, but there are concerns about domestic economic weakness and external tariffs. The rally in Australian bonds may be overextended, and the market will closely monitor local jobs data for August. The rally's extension will depend on the Fed meeting expectations for a terminal rate around 2.75%. [Extracted from the article]

The Federal Reserve's expected shift to interest-rate cuts is likely to benefit emerging Asian market assets, particularly smaller Southeast Asian markets. However, a significant rise in the yen could cause volatility in the Japanese market and chip stocks. Investors are divided on whether the Fed will start with a standard 25 basis point cut or a larger one, with a half-point reduction potentially raising concerns about the health of the US economy. The trajectory of the yen is closely tied to expectations around Fed rate cuts, and a bigger cut could further boost the currency, impacting the earnings of Japanese exporters. Smaller Southeast Asian markets have become popular choices for money managers positioning for the shift in Fed policy, with Thailand leading as one of the best-performing Asian equity benchmarks. Fund managers have increased positions in sovereign bonds in Thailand, Indonesia, and Malaysia, and have been net buyers of equities in Indonesia, Malaysia, and the Philippines. India may also benefit from lower rates in the US, potentially prompting the Reserve Bank of India to reduce borrowing costs. This has attracted foreign investors to local shares, pushing up the main equity indexes to a record. India's rising economic growth rate, growing middle class, and burgeoning manufacturing sector have made it a favorite among investors. The mood on China is cautious, as investors wait to see if weak economic data will prompt authorities to increase fiscal and monetary stimulus. A rate cut by the Fed may give China more room to ease without currency concerns, but given the country's domestic economic weakness and external tariffs [Extracted from the article]