How Antipodes is investing amid the Tariff War

Good Value | Pragmatic Value Investing
29/04/2025 13 min Episodio 54
How Antipodes is investing amid the Tariff War

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Episode Synopsis

This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. 
Key times:
Thoughts on Trump's '90-day pause': 1:00
How damaging could big China tariffs be? 2:20
Tariff implications for inflation and economic growth: 5:00
Is the market adequately pricing tariff implications? 8:20
Can Europe and China stocks benefit from US tariffs? 10:00
Latin American markets to watch: 10:50
Is the current stock market broadening sustainable? 11:30

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