Oh man, I suddenly felt old referencing Tokyo Drift.

Just this week, Trump has said that tariffs will be paused for 90-days. But 125% more tariffs on China? And China retaliate with another 84%?

President Trump and President Xi might want to do those Logan Paul style kind of boxing and leave us out of it.

Anyway, I have the down-low in the Meme of the Week on my thoughts regarding this tariff pause and how we can embrace a more volatile world.

Moving on, here are the news that shocked the world…

Tariffs paused $SPX ( ▲ 1.81% ) : Trump has paused tariffs for 90 days with the exception of China, where it has increased it to 125% [Read More]

Dollar Store $DLTR ( ▲ 0.52% ) : Dollar Store and Dollar General could fare better than other retailers due to their low prices [Read More]

Delta Airlines $DAL ( ▲ 3.86% ) : Delta Airlines halted their expansion plans in 2H 2025 as bookings sank amid the Trump tariffs [Read More]

Walmart $WMT ( ▲ 2.42% )  : Walmart is warning that the tariffs will hit their quarterly profits as it struggles to negotiate prices with its Chinese suppliers [Read More]

Sam’s Club $WMT ( ▲ 2.42% )  : Walmart-owned Sam’s Club is planning to add 15 more stores despite the tariffs, as it sees warehouse-like purchases to be more in favour [Read More]

P.S. Every click helps me get you all the information you need for your investing journey!

Here are the news covering the Asia market…

China tariffs $HSCEI ( 0.0% ) : Tit-for-tat. Due to Trump’s 125% tariffs, China imposes back 84% tariffs on U.S. imports. [Read More]

Singapore tariffs: Singapore’s Prime Minister has warned that economic growth will be significantly affected with a possible chance of recession [Read More]

UOB: UOB has decided to inject $103 million into its Vietnamese subsidiary after it bought Citibank’s Southeast Asian banking businesses [Read More]

ST Engineering: ST Engineering was awarded a $1.4 billion contract to provide turnkey rail services in Taichung, Taiwan. [Read More]

Brutal Singapore Banks Sell-off: The three largest banks in Singapore lost a combined $37 billion in market capiatlisation amid the U.S. tariffs [Read More]

See below for our handpicked analyst reports:

Like a fever dream, President Trump has paused tariffs after he imposed them two weeks ago.

Markets are back up again right after his announcement

• S&P 500: +9.5%

• Euro Stoxx 50: +4.2%

• Strait Times Index: +5.4%

But it remains to be seen whether this 90-days pause will ultimately result in another round of tariffs.

The end-game for Trump is that he wants other countries to ‘negotiate’ with the U.S. on tariffs - but apparently, not with China.

And that is actually a bigger cause of concern.

The trade and technology war that the U.S. started with China way back in 2018 has led everyone in the world to this point.

For investors, this world of volatility offers both dangers and opportunities.

Dangers in the form of your investment going from +15% to -15% in a week. Opportunities of buying that dip when prices are at -15%, with an opportunity to gain 30% in the future.

But it requires patience, foresight, and balls of steel.

If you have been reading the Meme of the Week, I have a great way of identifying potential companies to research.

I used SimplyWallSt’s screener to do it here and I set the following criterias.

1. 7-day return that is from -10% to -50%

2. Price-to-earnings ratio below 10 times

3. Dividend yield from 0% to 10%

I got the following companies to look at

Interested in using the platform? Use my link here to get started!

Last but not least, check out my latest video above on the Tariffs and what I’ll be doing!

Hope the above is fruitful for you all!

Cheers,
James Yeo