Finance · 06/13/2025

Trump has threatened to raise auto tariffs, aiming to incentivize automakers to increase investments in the United States. This move has sparked concerns within the automotive industry, leading to stock price declines, and is being closely monitored by the international community. The tariff policy could impact consumer car purchasing costs, automaker profits, and global trade relations. The long-term effects of these tariffs remain to be seen.

Taxation · 07/23/2025

The 2022 tax reform bill aims to combat inflation and improve taxpayer services. The new policy requires taxpayers to independently apply for tax credits and provides flexible documentation options to streamline the filing process, promoting the development of businesses.

Finance · 02/27/2025

This week, Trump's threat of trade tariffs strengthened the dollar, causing gold prices to fall below the $2,900 mark and suppressing market demand for gold as a safe haven. Despite the price correction, attention should remain on the influence of the dollar and geopolitical factors on the market.

Finance · 08/13/2025

Amidst the uncertainty of Trump's tariff policies, the Taiwan stock market is experiencing volatility. Analyst Chen Hsueh Chin suggests that opportunities lie within the crisis, urging investors to focus on structural opportunities such as stocks benefiting from the Ukraine-Russia reconstruction, low-base turnaround stocks, and emerging technology concept stocks. TSMC's increased investment in the US and the rising annual line support the long-term positive outlook for the Taiwan stock market. Attention should be paid to NVIDIA's GTC conference and the progress of tariff issues, which may lead to a comeback.

Finance · 07/23/2025

U.S. Treasury Secretary Janet Yellen will travel to Sweden to meet with Chinese officials to discuss issues including the extension of tariffs on Chinese goods. The talks will also cover China's overcapacity, energy imports, and its role in the Ukraine crisis. This meeting aims to solidify the achievements of previous negotiations and explore the future direction of US-China trade relations. The outcome of these discussions holds significant importance for global economic stability and could influence future trade policies between the two nations.

Finance · 04/30/2025

HSBC significantly lowered its year-end S&P 500 target, reflecting concerns about tariff policies and slowing economic growth. Investors should pay close attention to key data points such as GDP, inflation, corporate earnings, and port freight volume. A defensive investment approach is recommended, with timely adjustments based on data analysis to navigate market volatility. This proactive strategy aims to mitigate potential losses associated with the aforementioned economic headwinds and tariff-related uncertainties.

Finance · 05/07/2025

Goldman Sachs predicts the Federal Reserve will hold rates steady in May but may cut rates in July due to tariff impacts. The Fed's threshold for rate cuts is high, requiring clear evidence of economic slowdown. The impact of tariffs on the job market could be crucial. Investors should pay close attention to summer economic data and adjust their investment strategies accordingly.

Finance · 07/09/2025

U.S. President Trump has threatened high tariffs on imported copper, impacting Chile as a major supplier. This move may be a trade negotiation tactic to gain a more advantageous position. The global copper market already faces a supply-demand deficit, and tariffs could exacerbate this situation, affecting the global copper trade landscape. China, as the largest consumer, may adjust its import sources. The potential consequences include increased costs for manufacturers and disruptions to established supply chains, adding uncertainty to the global economy.

Finance · 07/25/2025

In light of the upcoming reciprocal tariffs, investors should consider an asset allocation focused on domestic demand for 2025. This includes utility stocks, telecom bonds, and financial bonds to navigate market volatility and achieve steady returns.

Finance · 08/06/2025

California Governor Gavin Newsom firmly supports trade relations with China in an interview with Nikkei Asia, criticizing the Trump administration's tariff policies for causing significant harm to California's economy. He advocates for global trade to be based on cooperation. California has become the first state in the U.S. to sue the federal government over tariff issues, with its economic strength continuing to grow.

Finance · 04/08/2025

Trump's tariff policies pose a threat to the profitability of retail giants like Walmart. Faced with rising tariffs, supply chain uncertainties, and weakened consumer confidence, Walmart needs to actively adjust its strategies. These include diversifying its supply chain, improving efficiency, and expanding its private label brands. By taking such measures, Walmart can navigate the changing retail landscape and maintain its market position amidst the challenges brought about by the tariff impact.

Finance · 04/17/2025

Japanese stocks are experiencing an upward trend following US President Trump's personal involvement in US-Japan tariff negotiations. Ivailo Dikov, Investment Manager at Allianz Investment Management, is optimistic about Japanese equities, citing minimal tariff impact, strong wage growth, and attractive valuations. He suggests focusing on investment opportunities in SMEs benefiting from accelerated corporate reforms. He recommends a dollar-cost averaging approach using actively managed funds, potentially generating excess returns in the Japanese market.

Finance · 03/27/2025

US President Trump's announcement of a 25% tariff on imported automobiles has shaken the market. This move is likely intended to protect the domestic auto industry but could increase costs for consumers. While Tesla has US factories, it still faces supply chain challenges. The tariff policy may curb overseas brands like BYD, but Tesla itself faces intense competition. This highlights the challenges of the globalized auto industry supply chain, leading to cautious investor reactions. The long-term effects on the industry and consumer behavior remain to be seen.

Taxation · 07/21/2025

This analysis explores tax deductions and credits in the United States, offering strategies for tax reduction to help save money and improve financial situations.

Transportation · 07/15/2025

This article explores the contractual relationship between airline passengers and companies in the United States, including transportation terms, fare rules, and tariff provisions. It emphasizes the airlines' commitment to global connectivity and the importance of passengers understanding the transportation conditions when taking flights.