In a recent interview with Bloomberg TV, Ecaterina Bigos, Chief Investment Officer for Asia Ex-Japan Core Investments at AXA Investment Managers, offered a detailed analysis of investor sentiment and regional market reactions after the United States opted to pause additional tariffs on China.
Bigos characterized the pause in tariffs as a short-term positive development that reduces uncertainty in the markets. “This move relieves some of the immediate pressures on Asian equities, particularly in sectors heavily exposed to global trade,” she noted. However, she cautioned that despite the temporary reprieve, underlying tensions between the two economic powers remain unresolved.
The CIO indicated that portfolio managers are closely monitoring how this decision affects capital flows, inflation trends, and trade dynamics across the Asia-Pacific region. While markets have reacted positively in the immediate term, Bigos emphasized the importance of long-term structural reforms and diversification strategies for investors.
She also highlighted that sectors like technology and manufacturing in Asia stand to benefit modestly from this pause, as it encourages a more stable environment for multinational supply chains and investment planning. Bigos urged investors to remain vigilant and focused on fundamentals, especially with broader geopolitical uncertainties still in play.
Overall, the interview underlined cautious optimism in Asian markets, tempered by the need for sustained policy improvements and clarified diplomatic directions between the U.S. and China.
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