Panoramic: Automotive and Mobility 2025
Sponsorships and Speaking Engagements | May 2025
Trump’s first 100 days: Global Dynamics and Geopolitical Challenges
Whilst the 90-day reduction of tariffs between the US and China brings hope for de-escalation of trade war, fund managers will still need to consider the long term impact of tariffs on their fundraising and deployment strategy.
Thomas Kim shared his thoughts about the impact of tariffs on the asset management industry during the panel discussion.
Key Takeaways from Panel:
- Market uncertainty/volatility has hit investor sentiments generally, causing a slow-down in fundraising and M&A activity.
- Certain sectors (e.g. services) are relatively unaffected by tariffs, whilst others like automotive and manufacturing could see decreased M&A activity as managers work through the impact on supply chain.
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