Following Donald Trump’s lucky but convincing victory in the 2024 US presidential election, the world is bracing for Trump 2.0. During his first term as president, his unpredictable and impulsive personality caused great uncertainties and created much discontinuity and volatility in US foreign policy. His tariff onslaught in 2018 caused world merchandise trade volume to contract 0.4% in 2019 and world economic growth to slow from 3.8% in 2017 to 2.9% in 2019.

One certainty with Trump 2.0 is that the world will see the continuation of his containing China policy. Confrontation over trade, technology and many more issues is expected to escalate and drag in many countries. Under such circumstances, should one still invest in Chinese stocks ? Tan Teng Boo has not changed his maximum bullish view on China. He and a distinguished panel of judges will share their valuable insights on selected Chinese stocks during the Final of the 2024 Budding Value Investor Award (BVIA) on Saturday, 30 Nov 2024. Admission to the event is free. To register your attendance, please visit https://events.icapital.biz/event/bvia/bvia-2024-final-stage/.

i Capital will pause its publication for one week in the week beginning 25 Nov. However, www.icapital.biz will be updated as usual and the operating hours of our Kuala Lumpur office will remain unchanged. Volume 36, number 17 of i Capital will henceforth be dated 5 - 11 Dec 2024.