Apparently Trump wants the EU to impose upto 50/100 percent tariffs on china and india to pressure Russia to end the war, and he will do the same. What are you guys thoughts?
How will the market react to secondary tariffs on china/India?
byu/exhibit304 instocks
Posted by exhibit304
11 Comments
Nothing burger, we are set to open at ATH
not going to happen
Line will go up.
EU has to stop buying LNG, CNG from Russia first
Indian markets are super expensive. I saw somewhere that the median midcap/smallcap pe is 47! At the same time mutual funds have a lot of cash. So the markets will be range bound in the near future. This is a stock pickers market.
Europoors will have no energy
Nothing burger.. All these tariffs are negotiable.. That’s the game we are playing
Europe tried to when Russia started war and quickly walked back on there sanctions and threats cause energy prices started sky rocket
Apparently bers don’t know when to give up, nothing like beating a dead horse, huh?
If I had to guess, the immediate reaction will be negative volatility, tech and consumer goods stocks will likely dip. But longer term, there might be winners among those who can adapt supply chains or replace imports, and among sectors favored by protectionism.
If I were you, I’d be nervous but also opportunistic: maybe hedge a bit, reduce exposure to goods most exposed to China/India input costs, lean into sectors that gain from diversification (industrial, energy, supply chain equipment, etc.).
Not gonna happen, since the EU buys a fuck ton of LNG from Russia, and a fuck ton of oil and diesel from India.
Hell, even Ukraine’s #1 supplier of diesel is India, lmao