After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…
Semiconductor stocks
Global chipmakers are bracing for another geopolitical tremor, and this time, the ripple effects might be more significant than the last. In our view, former US President Donald Trump’s proposed tariff shift signals a renewed phase of economic nationalism, and the semiconductor industry could soon find itself squarely in the crosshairs. This is not merely…
