From Globalism to Regional Resilience: How Tariffs are Redefining Capital Flows in Asia

Amidst the resurgence of tariffs, investors are now recalibrating strategies to favour supply chain resilience and markets with policy stability, notably Japan, Australia, and India. While sectors such as high-spec logistics, R&D infrastructure, and alternatives continue to attract interest, regions heavily dependent on U.S. trade remain vulnerable to shifting policies.

This trend marks a broader strategic pivot from global efficiency toward regional resilience, with capital increasingly aligned to adaptable asset classes and diversified portfolios.

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