Seth R Freeman from GlassRatner Advisory & Capital Group notes the market’s reaction to Trump’s tariff threats and concerns about AI advancements. There is uncertainty about immediate tariffs, particularly with Colombia, raising worries in the commodities market. Freeman highlights the potential impact on tech workers and data centers due to AI developments like DeepSeek.
Rising costs, muted demand to weigh on FMCG margins in Q1
FMCG companies anticipate a slight sales volume increase for the June quarter, with revenue growth varying due to pricing strategies and demand. While some firms