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Tariff Reversal Boosts Energy, Materials; Tech Growth Still Strong

8 min29 maj 2025

Ben Emons weighs in on the market reaction to the U.S. court blocking many of the Trump administration's tariffs. He believes the growth stock story, led by technology and semiconductors, still has legs, but notes that investors should consider diversifying their portfolios by adding cheaper sectors like financials. He also shares his thoughts on international trade opportunities, including undervalued markets like China.


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