⚡U.S.–China Tariff Tensions Return
Markets reacted sharply today after President Donald Trump threatened a new round of tariffs on Chinese products, citing concerns over China’s control of rare earth metals — a critical resource for tech and defense industries.
The $DJ30 dropped over 500 points, while the $SPX500 and $NSDQ100 both saw declines of more than 1%.
While short-term volatility is never comfortable to see, it’s essential to remember that the intrinsic value of strong companies doesn’t change overnight. These firms continue to produce, innovate, and sell — their fundamentals remain intact.
Trade-related headlines may temporarily shift sentiment, but markets always realign with the intrinsic value of assets over time. Whether this tariff episode lasts weeks or months is uncertain, but long-term investors know that patience and perspective are key.
In my portfolio, I continue to focus on quality companies with solid balance sheets and sustainable growth potential, while maintaining a disciplined risk management strategy to protect capital.
Volatility creates opportunities — not reasons for panic. Stay focused on the long term and trust in the strategy we’ve built together.
$HKG50... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Mon Dec 08 2025 20:58:22 GMT+0000 (Coordinated Universal Time)
