Trump 2.0: How To Navigate Global Markets Amid Trade And Tax Policy Shifts

Investors who stay disciplined, diversify, focus on key drivers will be better positioned

- ARINDAM MANDAL

With Donald Trump's return to the White House, global markets are bracing for another wave of 'America First' policies. His renewed focus on domestic manufacturing and reduced reliance on outsourcing reflects his first-term agenda. This shift became evident with executive orders imposing tariffs on imports from China, Canada and Mexico. On 1 February, Trump issued 10% duty on Chinese imports and 25% tariffs on Canada and Mexico, with a lower 10% rate on Canadian energy exports. After negotiations, tariffs on Canada and Mexico were suspended for 30 days, signaling evolving trade policies.