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Trade Policy

GPC

SCHD

A dividend growth portfolio manager shares insights on current investment strategy, highlighting the portfolio's strong performance, preference for dividend-paying stocks, and potential opportunities in auto parts sector due to new tariffs.

Portfolio Pulse from

March 29, 2025 | 12:15 pm

SPY

The stock market experienced a significant downturn, losing over $1 trillion in a single day. Investors were driven by concerns over potential accelerating inflation and ongoing uncertainty related to trade tariffs under the Trump administration. The week started positively but ended with substantial market-wide losses.

Portfolio Pulse from

March 29, 2025 | 11:45 am

EPP

The article discusses potential volatility in international markets, particularly in Asia, with a focus on emerging and frontier markets. The analysis suggests that ETFs with significant exposure to tech industries and countries like China and Taiwan may experience high volatility in the coming years.

Portfolio Pulse from

March 29, 2025 | 10:45 am

CKHUY

Chinese state media has strongly criticized CK Hutchison's plan to sell its ports near the Panama Canal to a BlackRock-led investment group. The state broadcaster's social media account described the transaction as 'handing a knife to an opponent', suggesting significant national security concerns. This criticism follows China's market regulator launching a probe into the deal, highlighting tensions around critical infrastructure transactions.

Portfolio Pulse from

March 29, 2025 | 10:15 am

NIO

Nio, a Chinese electric vehicle manufacturer, is navigating complex market conditions with innovative battery swap technology. Despite delivering 221,970 vehicles in 2022 and generating $9.1 billion in revenue, the company faces challenges including pricing wars, geopolitical tensions, and negative sentiment around its Onvo brand. CEO William Li aims for profitability by Q4 2025 through cost-cutting measures.

Portfolio Pulse from

March 29, 2025 | 8:45 am

SCCO

President Trump's recent executive order has triggered a significant rally in copper markets, with US traders aggressively stocking up on copper inventories in anticipation of potential future tariffs. This surge in demand is creating a bullish environment for copper-related investments, particularly for Southern Copper Corporation.

Portfolio Pulse from

March 29, 2025 | 8:30 am

^DJI

NVDA

Nvidia faces multiple challenges in the Chinese market, including U.S. export controls and new energy-efficiency regulations. Despite these obstacles, the company has historically demonstrated remarkable adaptability, maintaining strong revenue growth driven primarily by the U.S. market. The company's data center revenue continues to surge, with total fiscal year revenue reaching $130 billion, up 114%.

Portfolio Pulse from

March 29, 2025 | 8:30 am

CVX

The Trump administration has ordered Global Oil Terminals, owned by GOP donor Harry Sargeant III, to cease operations in Venezuela. This follows a similar action against Chevron last month, signaling a continued hardline approach to U.S.-Venezuela business relations.

Portfolio Pulse from

March 29, 2025 | 6:30 am

F

Steve Moore, a former Trump economic advisor, and Bob Nardelli, former Chrysler CEO, appeared on Fox Business to discuss President Trump's economic policies and tariffs, suggesting these are critical strategies for stimulating economic movement.

Portfolio Pulse from

March 29, 2025 | 5:30 am

AMZN

MSFT

Wall Street experienced significant stock market declines, with major tech companies Amazon and Microsoft leading the downturn. The market is grappling with rising stagflation fears and anticipating potential 'Liberation Day' tariffs, which could further impact market sentiment and economic stability.

Portfolio Pulse from

March 29, 2025 | 4:45 am