The duty than the president Donald Trump wants to impose to China, Canada and Mexico They staggered the markets in the opening of the wheel on Monday, but then the bad investment mood was moderated when Mexican president Claudia Sheinbaum spoke with her American couple and They reached an agreement to pause for 30 days the 25% tariffs on imports from that country. After the closure of the market, the same US and Canada also reached the same treatment.
Under this new global scenario, investors already analyze readjust your cedar wallets (assets in pesos that represent foreign market shares in the Buenos Aires stock exchange).
It should be noted that fear of a Commercial War had generated at the beginning of the day, a blow to the Asian bagswhich later moved to European actions and subsequently to US actions. But surrounding markets such as the cryptoand its correlation in Latin American coins, when mainly impacting the Mexican weight.
CEDEARS: The most affected sectors before the tariff rise in the US
Before consultation of this medium, Gustavo Neffadirector of Research For Traders, said that, in the case of Cedears, the sectors most affected by political volatility Those linked to countries impacted by tariffs will be. However, he warned that the stage is highly dynamic: “This constantly changes. Look what happened this morning, when Trump gave an extension for the imposition of tariffs to Mexico.”
“It must be noted that the whole market looks resentful, It is an increase in rates that will reduce world tradeit will lower the profits of the companies, and this impacts the price of the shares, but those that should be most affected are Mexican companies with business in the United States, Canadian companies and Chinese companies“Neffa added.
He concluded that “today None those three places is to be invested, at least “until the storm passes.” This expert also mentioned Europe, another area that could be affected in this eventual new commercial geopolitical map, although he clarified, there are not many Cedears of European companies in the Buenos Aires Stock Exchange.
MONDAY OF INCERTIE AND SEARCH OF REFUGE
For Juan Manuel Francochief economist SBS group: “The first thing that is seen is pressure on coins against a strengthening of the dollar. This could also cause pressure on international fixed income. In addition, tariffs have Inflationary impactso investors will look closely Fed in terms of reference ratesince at the last meeting they talked about high inflation risks, which could be deepened with tariffs. “
According to this expert, if you think in terms of strategy in “equity”, it seems that the movements should be biased wallets towards sectors favored by the deregulation in the US: energy and financial sector of the United States. “Looking at local impact, we consider that the main will come from the side of the Real Brazilian and commodities pricesespecially agricultural ones in a context in which the lack of rains begins to feel in harvest estimates, “he closed.
Source: Ambito
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