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Alain Groshens and Frank Benzimra discuss the Trump Tariffs on RTHK’s Money Talk, March 4, 2025

Market Insights on Radio Television Hong Kong (RTHK) Radio 3 – This Morning at 8am.

This morning on RTHK Radio 3’s Money Talk, Alain Groshens (CEO & Co-Founder, SystematicEdge) and Frank Benzimra (Head of Asia Equity Strategy, Societe Generale) joined the show to unpack some of the most pressing questions in today’s volatile global markets:

• How are markets reacting to the latest wave of Trump-era tariffs? Are we still in the early innings of this trade storm?
• Is a recession on the horizon—for the US and globally?
• With Beijing’s swift retaliatory tariffs announced on Friday, how might this round of measures impact the US economy? And is there still room for de-escalation before April 9th?
• Unlike the last round of trade tensions, the US is now targeting not just China, but also countries like Vietnam and Thailand. How could this shake up Asian supply chains?
• Most importantly—how should investors position themselves in this complex landscape of policy risk, trade tensions, and shifting supply chains?

Both Alain and Frank brought sharp, timely perspectives to these questions—offering a blend of macro views and actionable insight for investors navigating this new phase of global uncertainty.
If you missed it live, make sure to catch the replay here: https://bit.ly/3FZsiZa