In this episode, Michelle explores Southeast Asia's economic landscape amid global challenges. She analyzes the impact of U.S. tariffs, inflation, and monetary policy on the region, examining their effects on foreign exchange rates and financial markets. Featuring expert opinions, the episode also covers emerging markets in Southeast Asia contrasted with Japan's economic outlook. As global market volatility persists, Michelle discusses strategies for investors to navigate uncertainties. The episode wraps up with closing remarks, emphasizing the importance of staying informed about regional economic dynamics.
(0:00) Welcome and introduction
(0:07) Economic impact of U.S. tariffs on Southeast Asia
(3:11) Inflation, monetary policy, and foreign exchange implications
(4:10) Financial market reactions and expert insights
(5:37) Southeast Asia's emerging markets and Japan's economic outlook
(6:50) Global market volatility and investor strategies
(9:03) Wrap-up and closing remarks