How one factory in China learned to live with Trump, tariffs and turmoil
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U.S. President Donald Trump's tariffs sought to hurt Chinese manufacturing, but for one electronics maker, a turbulent 2025 ended with a belief that China is a location that is difficult to replicate - as long as thin...
Analisis Dampak
Sentimen global berpotensi menekan pasar, terutama saham growth dan sektor sensitif suku bunga.
Potensi Positif
- Bank besar bisa relatif lebih kuat jika suku bunga bertahan tinggi
- Saham komoditas energi dapat tertopang bila harga minyak naik
Potensi Tekanan
- Saham teknologi dan growth cenderung lebih sensitif terhadap tekanan valuasi
- Property bisa tertekan bila suku bunga tinggi bertahan lebih lama
Fokus pasar bergeser ke emiten defensif, bank besar, dan komoditas saat ketidakpastian global meningkat.
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