Brendan Ahern, CIO at KraneShares, joins "Worldwide Exchange" to discuss tariff risks, dollar weakness, and why capital is shifting to Asian growth stocks as global investors rebalance exposure.
BreakdownGenerated by LeadStory AI
- A weakening US dollar is causing foreign investors to lose value on US equities. 49s
- Foreign capital is shifting from US equities to Asian growth stocks, especially in technology. 1m 52s
- New US tariffs are affecting 14 countries, leading some companies to consider moving operations to the US. 2m 22s
- The US remains a crucial market for many countries, but trade policy must be managed to avoid broader retaliation. 3m 4s
- There is a risk that trade tensions could extend from goods to services, impacting US service exports. 3m 10s