Trade risks are structural forces that can redefine competitive advantage.
Well-prepared boards treat external disruptions as recurring features of the business environment to be anticipated, managed and embedded into strategic planning.
As the global economy stabilises, the lifestyle residential furniture sector is poised for growth.
SEA is primed to benefit from being (1) an important domestic demand market; and (2) a powerhouse manufacturing base.
An important factor for an investable company to master is that of market adaptability.
Only companies that are adaptable possess the competitive advantage to capture growth opportunities.
Companies need to review strategies and realign business models to stay investable.
Those hoping for investors need to realign their business models to stay attractive in the wake of the tariffs.
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