📺 Polka Mishra joined Paul Allen on Bloomberg News to discuss how markets are reacting to renewed tariff headlines and geopolitical uncertainty.
Despite tariff threats, markets across Asia have continued to rally. As Polka noted, investors are increasingly pricing in policy follow-through rather than rhetoric – new Bloomberg research points out that only approximately 20% of Trump’s proposed tariffs have been fully implemented.
Policy uncertainty is pushing allocations away from the USA. At Javelin, we have a positive outlook emerging markets and fast-growing Asian markets such as India, China, South Korea, and more. In the current climate, commodities, especially gold, continue to play an important role in portfolios amid ongoing US dollar weakness and continued central bank buying of Gold.
https://www.bloomberg.com/news/videos/2026-01-27/insight-with-haslinda-amin-1-27-2026-video