Which Asian Economies Are Benefiting From the Trade War

The video discusses the impact of a strong dollar and weakening demand from China on emerging markets, particularly in Asia. It highlights how these factors affect funding costs and credit conditions. Despite limited exposure to trade wars, countries like Indonesia, the Philippines, and India face investment slowdowns due to capital flow reversals. The video also explores Southeast Asia's potential benefits from supply chain diversification amid US-China tariffs, with Thailand and Vietnam leading in policy support to attract investment.

How does a strong dollar affect emerging markets in Asia?

• It leads to a decrease in export demand.

• It tightens credit conditions and increases funding costs.

• It has no impact on emerging markets.

• It reduces the cost of funding for corporates.

What is a significant factor contributing to the slowing investment in countries like Indonesia and India?

• High exposure to trade wars

• Reversal of capital flows

• Increase in export demand

• Strong domestic consumption

What is one of the challenges faced by industrial countries like South Korea due to economic shifts?

• Higher GDP growth

• Stronger currency

• Increased domestic demand

• Reduced export demand

Which countries are mentioned as having supportive policies for benefiting from supply chain diversification?

• Indonesia and the Philippines

• Thailand and Vietnam

• India and Malaysia

• China and South Korea

What is a potential benefit for Southeast Asia from the US-China trade tensions?

• Diversification of supply chains

• Decreased foreign investments

• Increased reliance on Chinese imports

• Higher tariffs on exports