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11min chapter
The future of global equities
Capital Ideas Investing Podcast
Global Tariff Trends and Market Responses
The chapter explores the increase in tariffs on Chinese manufacturers by U.S. companies and the impacts on the semiconductor and EV markets. It discusses the shift towards diversifying manufacturing away from China, the rise in tariffs globally, and the effect of tariff barriers on multinational companies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode