高盛：亚洲视角-政策不确定性见顶

20 March 2025 | 2:36PM HKT Asia Views: Peak Policy Uncertainty? 1. Investors and policymakers across the Asia-Pacific region are watching warily as the second Trump administration engages in a major reorientation of US macro policy. So far, this has included tariffs, abrupt changes in foreign policy, and budget wrangling—including a near-government shutdown. New tariffs on China have already reached our assumption (+20pp from the beginning of the year), and the White House has been signaling that global tar ...