Unraveling 2025 Asia Industrials & Transport Under Trump 2.0: BI Replay

On Demand

Duration: 59 Minutes

Original Date: January 22, 2025

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What would Asia Industrials sector face in 2025 under Trump 2.0. In this webinar we will discuss our 2025 Asia industrials outlook. With uncertainty around global geopolitics, we will look into potential growth areas such as Automation, Defense, Airports with varying impact from global policies and a closer look into the ever changing environment in air cargo and shipping. Japan Machinery: Automation trends, Construction/Mining, Defense, China, Tariff Impact Asia Aviation/Defense: Cargo, China-US Demand, Interest Rates/Lessors, South Korea Defense Asia Infrastructure: Airports' Growth Reboot, Railway Profit Resilience, Ports’ Tariff Challenge Asia Shipping and Logistics: Trump Tariffs and Red Sea Normalization Point to a Whirlwind 2025

Unraveling 2025 Asia Industrials & Transport Under Trump 2.0: BI Replay

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