11 March 2025
Negotiation
By February 2025, the tariff landscape initiated in prior years would likely be a complex mix of initial actions and subsequent adjustments. Regarding the US relationships with Mexico and Canada, while some of the tariffs initially imposed may have been rolled back due to the USMCA (US Mexico Canada Agreement), sector-specific tariffs probably persisted, particularly in areas like steel, lumber, and agriculture, leading to ongoing disputes and potential reliance on USMCA’s dispute resolution mechanisms. The US-China situation would likely remain more fraught. Key issues such as intellectual property theft and forced technology transfer would likely be unresolved, resulting in continued tensions and tech-related restrictions. Retaliation would continue to shape the landscape, with Mexico and Canada targeting US agricultural products and key state exports, while China’s response would be broader, impacting numerous sectors.
Markets remain concerned due to several factors. Tariffs increase the cost of imports, leading to inflationary pressures and squeezing business profits. Supply chains face disruption, forcing costly sourcing changes and deterring investment. US competitiveness suffers as exports face retaliatory tariffs. Uncertainty about trade policy discourages business expansion and investment. Specific sectors, like agriculture, manufacturing, and technology, remain particularly vulnerable. Finally, strained relationships with trading partners and the potential for US isolation contribute to geopolitical risks. Even with potential tariff rollbacks, these lingering effects create cost pressures, uncertainty, and competitiveness challenges that would weigh on US economic growth.
Product Recommendation
| EQUITY FUND | |
|---|---|
| MGSED A | MGSED invests in Sharia-compliant Equities Abroad listed in the Sharia Securities List. Categorized as a Long-Term investment with high risk. Investors bear the risk associated with the equity portfolio. |
| MASED A | MASED invests in Sharia-compliant Equities in Asia listed in the Sharia Securities List. Categorized as a Long-Term investment with high risk. Investors bear the risk associated with the equity portfolio. |
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