DeepSeek AI vs. Trump’s Tariffs—Which Will Shake Markets More?

DeepSeek AI vs. Trump’s Tariffs—Which Will Shake Markets More?

Markets hate uncertainty. This last 2 weeks, we got a double dose:

🛑 Trump’s new tariffs on China, Canada, and Mexico—potentially driving up costs and triggering market volatility.

 🤖 DeepSeek AI—a Chinese AI model that’s shaking up the tech world, raising big questions about industry disruption.

As an investor, should you be worried… or is this an opportunity?

History has shown us that major global events create winners and losers in the investment world.

Tariffs: Markets don’t like trade wars. Higher costs for businesses could mean inflation sticks around, slowing potential rate cuts. But certain sectors could benefit.

AI Disruption: Tech stocks have surged on AI hype, and also pulled back recently. But does this latest breakthrough signal more opportunity or increased competition? Will Australian businesses ride the wave or get left behind?

The challenge? Markets are unpredictable, but strategy isn’t.

Instead of reacting to headlines, smart investors:

 ✅ Stick to their long-term strategy—Short-term noise doesn’t derail well-diversified portfolios.

 ✅ Focus on quality assets—Strong businesses, resilient industries/sectors, and solid fundamentals matter more than speculation.

 ✅ Look for opportunities—Market shifts often create discounted entry points for long-term growth.

We don’t invest based on fear. We invest based on strategy, resilience, and opportunity.

If market uncertainty has you questioning your next move, let’s talk about a smart, forward-thinking investment plan—one that thrives no matter what Trump, AI, or the news cycle throws our way.

Need a strategy check? Let’s chat, message us "strategy" to get started.

This blog contains information that is general in nature. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.