【星展银行：特朗普关税对泰国经济的影响最具破坏性】金十数据1月2日讯，亚洲多数股市周四走低。市场关注特朗普2.0领导下的美国新政府及其减税、提高关税和收紧移民政策，这可能会提振债券收益率和美元。此外，美国利率在更长时间内保持在较高水平的可能性也加大了美国和新兴经济体之间存在明显利差的风险，从而刺激资本外流。星展银行分析师表示：“在鹰派的利率环境下，美元走强对东盟新兴市场股市构成潜在的不利因素。”分析师认为，全球关税战对泰国的影响最具破坏性，可能使其GDP增速下降0.3-0.8个百分点。新加坡股市在长期高利率环境下波动最小，因其对银行股的敞口很大。
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