US-Vietnam trade deal sows new China standoff | News

US-Vietnam trade deal sows new China standoff | News

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Where are investors putting money?

Where are investors putting money?

Volatility has gripped global equity markets this year — and according to some asset managers, now could be the perfect time to rethink emerging markets. Developing economies were hit particularly hard by U.S. President Donald Trump’s so-called “reciprocal tariffs” plans when he unveiled them in April, with Sri Lanka, Cambodia and Vietnam slapped with tariffs…

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Certain uncertainty - RBC Wealth Management

Certain uncertainty – RBC Wealth Management

June 18, 2025 Jim Allworth Investment StrategistRBC Dominion Securities Key points Markets have largely recovered from their February-April swoon, leaving investors to contend with elevated valuations amidst policy and geopolitical uncertainty. Consensus earnings estimates for this year and next are robust enough to support those valuations as long as trade uncertainty doesn’t bring the prospect…

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