investment strategy: 4 popular global investment strategies discounting Trump as a lot of fury & fire: Ajay Bagga
Ajay Bagga, Market Expert, says the market now predominantly favours long positions in gold, emerging market debt, US equities, and Chinese technology stocks. These four investment strategies are currently popular on a global scale, yet none appear to adequately account for the potential impact of Trump’s tariffs. Bagga says the market appears somewhat complacent. The true implications will likely become clearer in the next two to three months. April 1st is expected to be a crucial date, as it marks the beginning of announcements regarding the implementation of tariffs, followed by additional updates starting April 2nd.
A lot of these news plays are flowing around with respect to the threat related to tariff, the emerging market flows…