How You Should Invest in a Tariff-Filled World

Group 1: Tariff Announcements and Responses - President Trump announced tariffs targeting over 180 countries, later suspending reciprocal tariffs for 90 days and reducing most rates to 10%, except for China, which retained a 145% tariff [1] - China retaliated with a 125% tariff on US goods, escalating fears of a trade war between the two largest economies [2] Group 2: Market Impact and Business Sentiment - The tariffs have led to increased operational costs for businesses, causing many to delay expansion plans, cut back on investments, and freeze hiring [4] - Companies may pass higher costs onto consumers, leading to price hikes that could dampen consumer sentiment and spending [5] Group 3: Stock Recommendations - Companies selling consumer staples, such as Kimberly-Clark, Procter & Gamble, and Colgate-Palmolive, are well-positioned due to their strong market presence and pricing power [7][8][9] - Cybersecurity firms like Crowdstrike, Palo Alto Networks, and Zscaler are expected to benefit from ongoing demand for security solutions despite potential tariff impacts [10][11] - Companies generating most of their revenue from Asia, such as Sheng Siong and ComfortDelGro Corporation, are insulated from US tariffs [13][15] - Singapore Exchange Limited (SGX) is likely to thrive amid market volatility, with increased trading activity expected due to its range of hedging products [16][17][18] Group 4: Portfolio Strategy - Investors are advised to reassess their portfolios in light of the tariffs, focusing on defensive positions to remain resilient amid ongoing volatility [19][20]