Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'

US becoming insular

Laura Dew
clock • 2 min read

The ongoing bifurcation of the US and Asia caused by President Donald Trump's trade war threats will be a positive for emerging markets (EMs) and in particular Asia, according to Polar Capital's Jorry Nøddekær.

To continue reading this article...

Join Investment Week today

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Macro and micro remain 'solid'

Francisco Gonzalez
clock 05 August 2026 • 4 min read
JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

Asia ‘workshop of the world’

Michael Nelson
clock 16 July 2026 • 3 min read
Deep Dive: Latin America moves away from 'purely resources' story

Deep Dive: Latin America moves away from 'purely resources' story

Selective positioning required

Michael Nelson
clock 10 July 2026 • 4 min read
Trustpilot