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Articles

Don’t get angry, just get ahead

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By Simon Birmingham, Khoon Goh, Kausani Basak, Shayne Elliott
| ANZ
“That’s not correct, Mr President, this table demonstrates the length and scale of the US trade surplus over Australia.” "The real danger lies in the global economic impacts and global reactions, especially overreactions.” With these words, I handed over one of five big, simple graphs we had taken to the dinner.
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Why Vietnam’s front foot play matters

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By Khoon Goh, FX Analyst, Raymond Yeung, Kausani Basak
| ANZ
Vietnam has the highest exposure to increased across-the-board US tariffs in the Asia-Pacific region. “Over the past decade, Vietnam's exports to the US have risen strongly from USD $28.6 billion in 2014 to USD $119.2 billion in 2024, equivalent to 26 per cent of GDP.” Since taking office in January, President Donald Trump has proposed tariffs on Mexico, Canada, and China.
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