Asian exporters face pressure as US tariffs hit demand
Asian exporters brace for a slowdown as Trump-era tariffs take hold and U.S. inflation curbs demand. Analysts warn of falling import volumes and weaker Fed cuts. Spot shipping rates plunged 55% in weeks, while Malaysia may see a 20% export drop by H1 2026. Still, AIA ETF is up 21.6% YTD, outpacing QQQ, SPY, and DIA, though sentiment on Stocktwits is 'neutral'.