SINGAPORE — Singapore’s Temasek Holdings, one of the world’s biggest investors, does not expect a “major shift” in its investment strategy despite looming U.S. tariffs, with senior executives saying the direct impact on its portfolio will be marginal.
“In fact, when the tariffs were first announced [and] when we did our own stress test, we found that the first order impact in our portfolio was actually very limited, almost negligible,” Chief Investment Officer Rohit Sipahimalani said in a group interview on Tuesday.
