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ZnWC : Last week's market movements are dominated by uncertainty brought about by Trump's tariff policy. The US Fed refused to cut the rate and further escalated the uncertainty.
The uncertainty is not permanent. I foresee the tariff policy will bring both positive and negative consequences. There are many strategies to react to the uncertainty.
I prefer to take a long position. As long as the fundamentals of the company have not changed, the stock value will recover eventually. The question is do we have the risk appetite to wait for the recovery.
Just take Tesla as an example. We should be aware that some media has been negatively biased against Tesla due to political reasons. It is important to have a balanced view as the fundamentals of the company have not changed. The value of the stock cannot be just based on the P/E value and/or as a car making company. You may want to watch the YT to learn the true value of Tesla stock:
为什么Tesla市盈率总是高的离谱!馬斯克新成立三家「Red Planet」公司 - YouTube
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Asset Manager :