Synopsis
Given that the markets are now facing a new headache called the Trump tariff, the probability of continuing volatility is high. So it is best to be cautious. Now, when we use the word cautious, it is not about buying, but about selling. If you are going to sell because you are worried about Trump tariffs being very destructive, then probably it is not the right thing to do. But if you plan to sell because valuations are high, or the company has not delivered on promised earnings, then probably it is the right reason. So, before you make any decision in the coming weeks, be sure of what you are doing. And why.
In the changed, post-tariff scenario, there is a possibility that we might see some disruption in the real business of companies in some sectors. Given this, two things become important. One: Keep your information funnel clear and be slow when it comes to opening your action window. Essentially, what it means is that, going forward, there will be too much information floating around. Don’t take everything at face value. It is better to react and
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