In a recent interview with Bloomberg TV, Ecaterina Bigos, Chief Investment Officer for Asia Ex-Japan Core Investments at AXA Investment Managers, offered her views on how global markets are reacting to the recent pause in tariffs on Chinese goods. The development has triggered cautious optimism in markets across the Asia-Pacific region, marking what some analysts view as a potential pivot in prolonged trade tensions.
Bigos emphasized that the suspension of tariffs is being interpreted positively by investors, who see it as a constructive step toward de-escalating geopolitical trade disputes. She noted that “a pause in tariff implementation sends an encouraging signal to markets,” suggesting that diplomatic dialogue may regain prominence over protectionist policies.
While the long-term implications remain uncertain, Bigos pointed to renewed investor appetite for risk assets, particularly in emerging Asian markets. However, she warned that the current relief could be short-lived unless followed by more concrete policy developments.
The CIO also discussed sectoral impacts, identifying technology and manufacturing as key beneficiaries in the short term, given their exposure to supply chains that have been strained by previous tariffs. Conversely, she cautioned that structural concerns around global trade dynamics continue to weigh on investor confidence.
Bigos concluded by asserting that AXA Investment Managers would maintain a balanced and diversified approach in the region, remaining agile in response to further policy shifts. Analysts continue to monitor developments closely, with many hoping this pause may lay the groundwork for a more stable and cooperative economic outlook between major global economies.
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