π Portfolio Performance π
Despite the market volatility earlier this year, our portfolio has demonstrated remarkable resilience, currently standing at +13.5% year-to-date (YTD).
In contrast, the S&P 500 has experienced modest gains, with a YTD return of approximately 1.4% as of May 19, 2025.
π§ Global Trade War Update π§
As of May 12, 2025, the U.S. and China have agreed to a 90-day pause in their escalating trade war, marked by substantial tariff reductions:
U.S. Tariffs on Chinese Goods: Reduced from 145% to 30%.
Chinese Tariffs on U.S. Goods: Lowered from 125% to 10%.
This agreement aims to provide a window for negotiations and to alleviate the economic strain caused by the trade tensions.
While the 90-day truce offers a respite, underlying issues persist:
Structural Trade Imbalances: The core disagreements over trade practices and economic policies remain unresolved.
Economic Strategies: Both nations are exploring internal measures to bolster their economies amid ongoing uncertainties.
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Tue Dec 09 2025 12:02:59 GMT+0000 (Coordinated Universal Time)
