Donald Trump’s protectionism has ushered in an era of tit for tat tariffs which have sent global stocks plummeting. With the US no longer the reliable trade partner it once was, and major multinational businesses heavily impacted by deglobalizing forces, which geographies, sectors and asset classes are investors seeing opportunities in for smart returns? Bloomberg Invest in Hong Kong brings together leading investors, dealmakers, economists and money managers to discuss where we go next. Programming gets un ...

This podcast episode weaves a thread through key policy initiatives that affect domestic market structure, including the EU's savings and investments union, clearing dynamics, Basel III, digital finance strategies, and more. Tune in to hear about the pivotal shifts in policies, and the potential impact on global financial markets. The era of national competitiveness is here - how are markets impacted? Sales & Trading FICC Market Structure & Liquidity Strategy 29 May 2025 Major global economies are actively ...

Core Insights - TSMC shareholders have experienced significant volatility in share prices, primarily due to rising trade protectionism and uncertainties surrounding the sustainability of AI capital expenditures [1] Group 1: Market Conditions - Concerns over escalating trade protectionism have negatively impacted TSMC's stock performance [1] - Questions regarding the sustainability of AI capital expenditure have contributed to the decline in TSMC shares [1] Group 2: Investment Perspective - The focus is on identifying market asymmetries that offer a positive reward-to-risk ratio, particularly in high-quality, wide-moat companies that generate strong cash flow [1]

Donald Trump speaks alongside Apple CEO Tim Cook (L) during the first meeting of the American Workforce Policy Advisory Board in the State Dining Room of the White House in Washington, DC, March 6, 2019.U.S. President Donald Trump on Thursday said he told Apple CEO Tim Cook that he doesn't want the tech giant to build its products in India, taking shots at the company's moves to diversify production away from China and urging him to pivot Stateside."I had a little problem with Tim Cook yesterday," Trump sai ...

Group 1 - Warren Buffett criticized the U.S. trade policy, emphasizing that trade should not be used as a weapon and that imposing tariffs is a mistake, especially given the global population's perception of the U.S. [1][2] - Buffett's comments followed the announcement of the highest tariffs on imports in generations, which caused significant volatility in the stock market [2][3] - The U.S. has imposed a 145% tariff on Chinese goods, leading to a 125% retaliatory tariff from China, with potential trade negotiations being evaluated by China [3] Group 2 - Investors sought Buffett's insights on navigating the uncertain macroeconomic environment and the state of the economy, particularly after the first-quarter GDP contraction [4] - Berkshire Hathaway's first-quarter earnings report indicated that tariffs and geopolitical events have created considerable uncertainty for the conglomerate, with no ability to predict the potential impact of tariffs at this time [5] - Buffett has been in a defensive mode, selling stocks for 10 consecutive quarters, resulting in a record cash pile of $347 billion at the end of March [6]

主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 倒计时19天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新技术 探索新工艺 近日，美国总统特朗普签署行政令，对进口自中国的商品加征10%的关税 ，特朗普表示，这与 他支持的"保护主义措施"相吻合。 此外，据央视新闻报道，特朗普当天还签署关税令，对来自加拿大和墨西哥的进口产品征收 25%的额外关税，对来自加拿大的能源资源征收10%关税。白宫方面表示，如果对美方关税进 行报复，美方可能加大关税力度。 据了解，此次美国再度加征关税，将使来自中国的电池总关税上升到近40%，或将间接推动韩 国电池企业在美业务快速发展。 特朗普政府称，此次关税调整是基于 《国际紧急经济权力法》（IEEPA），旨在应对美国国内 的国家紧急状况，特别是限制用于制造芬太尼（Fentanyl）的化学品进口，以遏制国内阿片类 药物危机。此外，针对中国的措施更为广泛，包括 "打击中国的知识产权盗窃、强制技术转让 以及其他不合理贸易行为"。 据测算，美国目前对中国电 ...