Vi e w p o i n t | 14 Dec 2025 20:16:04 ET │ 12 pages Asia Economics Exports Chartbook: AI Capex Boom Outweigh Tariff Fears CITI'S TAKE Recent Asian trade data has been strong, showing minimal "payback effect". Asia's export strength stems from the US-led AI capex boom— rather than generically downplaying the impact of tariffs. Electronics exports are outperforming, reflecting robust growth in Taiwan, South Korea, and Vietnam. ASEAN economies like Vietnam and Thailand are importing more intermediate goods, ...