Trump risks confidence in US role as guardian of global shipping
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Of all the things Donald Trump has done to disrupt global commerce, from levying punitive tariffs to tearing up trade deals, few would be as consequential as withdrawing and leaving the rest of the world to secure the...
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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