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Trade war 2.0 playbook: What it means for your portfolio?

The article from FXStreet titled "Trade War 2.0 Playbook: What It Means for Your Portfolio" discusses the potential implications of escalating trade tensions, particularly between the U.S. and China, on global markets and investment portfolios. It outlines how investors might need to adjust their strategies in light of new tariffs, trade barriers, and geopolitical tensions. The piece suggests that sectors like technology, manufacturing, and agriculture could be significantly impacted, with potential benefits for domestic producers in some countries due to protectionist policies. It also highlights the importance of diversification, focusing on sectors less vulnerable to trade disputes, such as healthcare and utilities, and considers the role of currencies, commodities, and safe-haven assets like gold. The article advises investors to keep an eye on policy changes, monitor supply chain shifts, and possibly increase exposure to companies with strong domestic markets or those that can benefit from trade reconfigurations.

Read the Full FXStreet Article at:
[ https://www.fxstreet.com/analysis/trade-war-20-playbook-what-it-means-for-your-portfolio-202502031002 ]