Joshua Crabb

Wendy Cutler discusses Yellen's China visit, Joshua Crabb shares market outlook, and Vlad Savov talks about TSMC's $11.6 billion US grants. Topics include US-China economic relations, TikTok restrictions, US inflation data, TSMC's US expansion, and semiconductor industry dynamics.

Joshua Crabb, the Head of Asian Equities at Robeco, shares his insights on the recent turmoil in global markets stemming from US tariff hikes. He discusses the paradox of watching a significant market event unfold that many anticipated. Crabb emphasizes the impact of these tariffs on investment strategies and the resulting anxiety over technology valuations. He also highlights the importance of strategic patience and proactive portfolio adjustments to navigate this volatility, while identifying opportunities in resilient companies.