Summary
Navigating trade war turbulence
Seven insights for navigating trade war turbulence
Trade war takes us into uncharted waters
Main and alternative scenarios

Navigating trade war turbulence
Emerging Markets focus
Emerging Markets beyond the 90-day tariff pause
President Trump has announced a 90-day pause on tariffs higher than 10%. However, in the meantime, he has further increased tariffs on China to 125%. In retaliation, China announced an 84% tariff on all US imports starting from April 10th. While the situation remains quite fluid, we will address some concerns from an economic standpoint regarding growth and inflation.

Emerging Markets focus
Long-term views
The uncertain reality of tariffs
Is gold still affordable? Yes
