Your Money with Michelle Martin cover image

Your Money with Michelle Martin

Are there Domestic Asian Stock Insulated from Tariff Tensions?

Apr 15, 2025
04:44

How can investors shield their portfolios from the ripple effects of rising tariffs and trade tensions?

Hosted by Michelle Martin, this episode dives into Asia’s evolving equity landscape with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethea Capital.

Discover how Alethea’s  model identifies domestic Asian stocks that are relatively insulated from global protectionism.

Which sectors stand to gain from inward-focused growth, and where might investors find resilient opportunities amid geopolitical uncertainty?

See omnystudio.com/listener for privacy information.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner