CandleFocus

What’s on Asian investors’ minds heading into 2025? – Dollar, crypto, and Donald Trump

Author: Content Editor
Asian investors are focusing on three major themes in 2025: the strength of the U.S. dollar, the rise of cryptocurrencies, and the impact of Donald Trump's trade policies. They are repositioning their portfolios to protect against the unpredictable policies of the U.S. They are investing in dollar-denominated debt and gold as safe assets. Chinese equities tied to domestic policy, bank shares, and debt swaps are among the top investment choices. India is seen as an alternative manufacturing hub, with analysts betting on large-cap stocks and local bonds. Crypto adoption is increasing in Central and Southern Asia, Oceania, and Southeast Asia. Retail and institutional adoption is growing, with Indonesia leading the charge. Asian markets are also looking at long-term growth opportunities, with Vietnam and frontier markets drawing attention. The U.S. dollar continues to dominate regional currencies, creating challenges for central banks in Asia. The yen is considered a hedge against volatility caused by Trump's policies.

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