US EditionHow US trade policy is reshaping global investment strategy – Moonstone Information Refinery
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How US trade policy is reshaping global investment strategy – Moonstone Information Refinery
“Adaptability is critical. In the current economic environment, it’s not enough for companies to endure pressure; they need to adjust their strategies, supply chains, and pricing models to survive – and thrive.” This was one of the key insights of the latest Sanlam Trump and Tariffs podcast, which explored the implications of shifting US trade policy. Sanlam Investments’ chief economist, Arthur Kamp, and equities portfolio manager Roy Mutooni un…
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