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We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed ...
In China, Tesla TSLA stopped selling the two vehicles made in the US due to the China tariff on US imports. Tesla shares were ...
The principles of sound investing remain the same as they were two weeks ago, a year ago, and even a decade ago. Your trading ...
Persistent outflows in Perpetual’s asset management business have overshadowed the moaty nature of its other segments. It isn ...
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
This week’s Chart of the Week comes from Market Strategist Lochlan Halloway’s evaluation on the effect of Trump’s tariffs on ...
However, we already anticipated that the average US tariff rate would decline from 25% at the time of the April 2 ...
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Why it matters: We think the recently announced Trump tariffs could potentially have a material negative impact on consumer ...
Australian gas demand is also unlikely to be hurt by US tariffs and our forecasts for APA Group are unchanged. APA’s gas ...
In the face of Trumpian policy whiplash and dire economic predictions many investors have one response – buy the dip.
At current prices, we view shares as undervalued, trading in 4-star territory. IFF sources its ingredients globally, ...