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As previously shared, Day 2 of the 2025 Investor Day will have 2 tracks on Sunday, 16th November, 9 am to 6.30 pm. Besides the special emphasis on the Malaysian semiconductor industry in Track 1, to help investors and businesses, the 2025 Investor Day will focus on another highly critical but difficult topic - Trump's 2025 Tariffs: Impact, Reactions, and How Investors and Businesses Can Adapt.

So far, the stock markets have reacted calmly, after the initial shock in early Apr 2025 to Trump's tariffs. Most economies have not been severely impacted. US inflation is picking up but so far, no one is panicking yet. Stock markets are doing well. Our advice is not to let this superficial calmness and business-as-usual mood lull you into a mood of complacency and not let your guard down or even missed investing opportunities. Why ? 

Trump's tariff imperialism has not yet been fully implemented, a point which most people have missed, ignored or forgotten. From Tan Teng Boo's reading, Trump and his team have intentionally staggered his tariff roll-out; they know that if they repeat what happened in Jun 1930 with the Smoot-Hawley Act, the global stock market and economy will instantly collapse, as we all saw in early Apr 2025. So, Trump and his team purposely tested this strategy out first on 2 Apr 2025. They saw what happened then; they saw the instant carnage they created. They then quickly paused the so-called "Liberation Day" tariffs.  President Trump instantly put out Plan B, which is what we are seeing now except Plan B has over time morphed into a few sub-variants.