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Seeking advice:tariff policy impact,should i exit my export related stocks?

Trump announced a tariff policy, imposing additional tariffs on imports from Canada, Mexico, and China.Even though this tariff policy doesn’t directly affect SG, the potential drop in global trade could still impact us indirectly, especially in areas like exports, investment, and logistics. Local manufacturers in Singapore supply intermediate products to China, which are then processed and exported to the US. Cuz China’s exports to the US being affected, demand for these intermediate products might go down. I wanna seeking some advice.Should sell off the import/export stocks I have bought (~$30k SGD) ?My tigergpt told me the US has suspended tariffs on Mexico for one month, easing market concerns about the trade war and driving a rebound in auto stocks (such as Ford and GM). However, if the negotiations fail, related sectors may come under pressure again..It not just a blip..but a worrying trend, right?Nobody can predict Trump’s next move will be either :(

Discussion (2)

What are your thoughts?

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Depend if the stock you hold is a compounder / cyclical / dividend play.

Since your stocks are more co-related to exports, it probably have a higher impact. but then, market also tends to over react. if you go back to Trump's 1st term, China still did well even under trade tariffs. it was China's own polices on gaming, housing, and finally covid which China market dropped. US tech companies consistently face their congress threats, but they still continue to do very well.

Personally, if the stocks are well established companies, they will eventually find a way to survive so I will hold long term and buy if there are price drops.

but ultimately you yourself must be confident and comfortable to hold on ride the ups and downs.

#not investment advise

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