金吾财讯 | 摩根士丹利亚洲首席经济学家Chetan Ahya表示,在与美国贸易顺差最大的10个经济体中,有7个位于亚洲,这使得该地区容易受到关税战的影响。Chetan Ahya以受贸易升级的影响程度,将这些地区划分三类:最不易受影响:印度和日本,这两个国家拥有强大的国内需求,可以抵消贸易疲软带来的影响。中等程度受影响:澳大利亚、印度尼西亚、菲律宾;最受影响:中国、中国台湾、韩国、马来西亚、泰国。
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