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Portfolio & Trump's Tariff Tantrums!

The Morning Standard

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April 07, 2025

DID anyone tell you "This time it is different" and this panic caused by Trump is the worst thing since The Plague hit us about a Century ago? Or did they say "This time it is NOT different" Both mean the same thing for the common investor. What should you do as an investor?

- PV SUBRAMANYAM

Portfolio & Trump's Tariff Tantrums!

Remember that there is no magic to make the pain disappear! When the equity markets go down, there will be some pain! You will have to endure it yourself, so learn to suffer the pain.

Equity markets will ALWAYS be volatile — and hence the rewards are high too! A straightforward 7% p.a return is what you will get in PPF and investments like PPF. Equity will give you good returns -but that calls for sitting tight during tough times like this.

Trying to predict what will happen in the market is impossible. You are trying to predict what will happen in the market (maybe easier?) and also predict what Donald Trump will do tomorrow. Both are tough indeed!

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