Lessons from Trump’s tariff tumult
In the absence of unpriced knowledge, investors have no basis for trading on tariffs
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US PRESIDENT Donald Trump’s tariff tempest has turned markets upside down, rocking investors globally. This spurred the Monetary Authority of Singapore to cut its 2025 growth outlook, as tariff-driven “demand shocks” slam the trade-orientated economy. What might Trump do next? No one knows – maybe not even Trump himself.
But April’s absurdity offers clear investing lessons: Trying to time markets based on widely known factors is folly. So is selling amid panic.
Fact: Trump’s tariffs are bad – especially for the US itself. This is one reason non-US stocks, including the Straits Times Index (STI), are far ahead in 2025. But fear of tariffs is excessive, priming a market recovery. Here is why.
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