Choppy markets ahead as China plays the long game: Investment strategist
Thomas Rupf, Co-Head Singapore and Chief Investment Officer Asia at VP Bank, shares his insight on China’s measured retaliation to fresh US tariffs, including a restrained yuan devaluation and its focus on domestic consumption to weather economic pressures. Amid uncertainty, he sees bright spots in tech and AI, but plans to maintain a neutral stance on Chinese assets until clearer trade developments emerge.
Thomas Rupf, Co-Head Singapore and Chief Investment Officer Asia at VP Bank, shares his insight on China’s measured retaliation to fresh US tariffs, including a restrained yuan devaluation and its focus on domestic consumption to weather economic pressures. Amid uncertainty, he sees bright spots in tech and AI, but plans to maintain a neutral stance on Chinese assets until clearer trade developments emerge.