1/5/2025, 12:05:04 pm

Asian equities may be relative winner in US recession: Raychaudhuri

If a U.S. recession occurs this year, Asian equities may outperform U.S. stocks, contrary to historical trends. The U.S. economy contracted in Q1, with plummeting consumer confidence and yield curve inversion signaling recession risks. Asia’s stronger growth forecasts, lower inflation, and greater policy space favor its equities. The MSCI Asia ex Japan index has already outperformed the S&P 500.