巴克莱:关税变动或使亚洲新兴市场出口获温和增长
Xin Lang Cai Jing·2026-02-23 00:23
Core Insights - The U.S. Supreme Court's rejection of tariffs imposed under the International Emergency Economic Powers Act may lead to moderate export growth for emerging markets in Asia [1] - President Trump announced a new global tariff rate of 15%, which results in a tariff reduction for Southeast Asian economies like India, Indonesia, and Malaysia, while Singapore faces an increase from a previous 10% rate [1] - Economists predict that the higher tariffs on Singapore will support Barclays' assessment that the country's monetary policy tightening in July will occur "later than expected" [1]