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9min chapter
SoftBank Joins OpenAI, Oracle in AI Pact Unveiled by Trump
Bloomberg Businessweek
Tariff Threats and Investment Strategies
This chapter explores President Trump's proposed tariffs on China and its impact on the U.S. stock market, particularly focusing on insights from a portfolio manager specializing in Chinese investments. It examines the challenges and potential opportunities for investors amid changing geopolitical relationships and discusses a shift towards U.S-based investments, especially in key sectors. The chapter also highlights the growing interest of Middle Eastern investors in the U.S. market due to favorable policies and a more attractive investment environment.
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