In this discussion, Bhanu Baweja, Chief Strategist at UBS Investment Bank, delves into the complexities of current investment landscapes. He analyzes the implications of ongoing tariffs, particularly with China, urging investors to focus on defensive sectors. Baweja also reflects on Disney's unexpected earnings boost and the launch of a new theme park in Abu Dhabi. Additionally, he emphasizes the need for adaptive strategies in the face of declining globalization and warns against complacency among investors during uncertain market conditions.
