Hi again.
With apologies for the intrusion, here’s another fresh report on the unfolding (and ever-changing) Tariff situation, in case you just can’t get enough!
This one draws on the 2018 experience for potential echoing hints, and features Joseph Wu, who some of you may recall seeing here in-person not too many years ago.
Global Insight Special Report
Tariffs: Bracing for market impact
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should investors take?
If you have any questions or need further guidance, please do not hesitate to contact me.