Workflow
亚洲经济观点:关税税率尘埃落定,但损害几何?Asia Economics-The Viewpoint Dust Settles on Tariff Rates, But What’s The Damage
摩根士丹利摩根士丹利(US:MS)2025-07-29 10:31

July 28, 2025 06:07 PM GMT Asia Economics | Asia Pacific The Viewpoint: Dust Settles on Tariff Rates, But What's The Damage? Despite trade deals being concluded, we are ending up with much higher tariff rates across the board. This is already starting to impart some damage to the growth cycle through capex, as we expected. The growth drag will become more salient after front-loading effects fade. Key Takeaways In this report, we address the following key questions: 1. With trade deals coming in, what is the ...