摩根士丹利:亚洲经济-关税升高,增长面临更大阻力
摩根·2025-04-06 14:36
April 2, 2025 11:15 PM GMT Asia Economics | Asia Pacific M Update Higher tariffs, larger drag on growth coming Key Takeaways This is our preliminary take on the implications for Asia given overnight tariff announcements. The US has unveiled reciprocal tariffs of 10% at minimum for almost all economies, with much higher rates of up to 46% also being announced. This reaffirms our view that Asia is the most exposed to tariffs, given most of the region runs a trade surplus with the US. We think the initial focu ...