Tired of Tariffs
Update: 2025-08-25
Description
In this week's episode Jarick Seet is stepping in for Thilan as today's host. Jarick opens today's episode by talking about how markets are currently fatigued from Trump's tariffs reflecting in investors' actions over the past week.
Krishna comes on to talk about ST Engineering and why he believed fundamentally the stock looks weak explaining his downgrade to a HOLD.
Jarick also explains his downgrade to a HOLD of Singapore Post where he believes management lacks the long-term strategy as a non-essential asset is being held on to. Jarick also goes through Marco Polo Marine and why he believes this quarter's earnings warrants the company another chance as the storm seems to have passed.
Edited by Xuan Hao, Bruce
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