Strategy Note /
Global

Biden talks Taiwan and IPEF but doesn't alter Asia security and trade outlook

  • US engages Quad, Japan, S. Korea, ASEAN, and makes modest trade (IPEF) and investment (US$150mn for ASEAN) announcements

  • Does not regain ground lost to China, which has reinforced its trade integration with, and territorial claims in, Asia

  • US-China friction (eg Biden comment on military action should China 'invade' Taiwan) will persist and shape Asia EM risk

Biden talks Taiwan and IPEF but doesn't alter Asia security and trade outlook
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
23 May 2022
Published byTellimer Research

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