This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. 
Key times:
Thoughts on Trump's '90-day pause': 

How damaging could big China tariffs be? 2:20Tariff implications for inflation and economic growth: 5:00Is the market adequately pricing tariff implications? 8:20Can Europe and China stocks benefit from US tariffs? 10:00Latin American markets to watch: 10:50Is the current stock market broadening sustainable? 11:30

China Market Lens: Stocks and Sectors to Watch

A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.