Navigating 2025: Key Insights from Polka Mishra on CNBC Squawk Box Asia
As we enter 2025, our partner, Polka Mishra, shares her perspectives with Sri Jegarajah and Martin Soong on CNBC Squawk Box Asia, offering valuable analysis for investors preparing for the year ahead.
Key takeaways:
🔹 Volatility Ahead: Geopolitical uncertainty will keep markets on edge—brace for a turbulent ride.
🔹 Cut Through the Noise: The ability to separate headline chatter from impactful policies will be vital.
🔹 Sharper Focus: Selective and agile portfolio strategies will be essential to navigate this dynamic landscape.
Amid the challenges, Polka highlighted promising opportunities across Asia and the US.
Watch the clip here: https://www.cnbc.com/video/2025/01/03/overweight-us-but-closely-watching-the-state-of-the-consumer.html
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