Sino/U.S. Trade Tariff War Does Not Knock Global Economic Growth Trajectory

- Emerging Markets need to be assessed on country-specific fundamentals.

- Capital flows triggered by U.S. Monetary Policy and Interest Rate Differential.

- KLCI is likely to enjoy short-term support from consumer-based stocks based on GST rationalization program and tax-holiday. 

Michael Lai, VP of Wealth Management Research of OCBC Bank shares his views.