Investing playbook under Trump 2.0: Addressing concerns over tariffs and DeepSeek’s impact
A new approach is required for this multistage ‘infinite game’, as the changing world order disrupts traditional rules of engagement
IN THE era of Trump 2.0, the resting heart rate for uncertainty is elevated as we foresee idiosyncratic outcomes from the policy decisions of the current administration. Given the unpredictability of the next four years, it is critical for investors to maintain a level-headed, sure-footed approach to implement one’s own investment philosophy.
Since US President Donald Trump’s inauguration on Jan 20, there has been a flurry of executive orders, rapid-fire policy manoeuvres across immigration, defence and trade policies. The heightened policy and implementation risks could dampen growth for economies and disrupt companies around the world.
The financial markets’ rollercoaster ride at the start of 2025 were driven by two main areas of concern.
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