The Investing Iguana’s Substack
The Investing Iguana’s Substack Podcast
Trump-Xi Tensions—What SG Pharma & Malaysian Tech Investors Should Watch Amid Tariff Risks
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Trump-Xi Tensions—What SG Pharma & Malaysian Tech Investors Should Watch Amid Tariff Risks

The Trump-Xi showdown is days away. It will decide the fate of Malaysian tech and Singapore's $15B pharma sector.

🟩 Trump’s Asia tour has set the stage for a high-stakes trade showdown that could reshape the region’s tech, pharma, and rare earth sectors for years to come. With tariffs looming and supply chains on the line, what’s really at stake for Malaysian semiconductor giants and Singapore’s $15B pharmaceutical exports?

In this exclusive interview, Ivanna sits down with Iggy from The Investing Iguana to break down:

  • Trump’s meetings in Malaysia, Japan, and South Korea—and the critical Oct 30 summit with Xi Jinping

  • How US-China tensions threaten Malaysia’s chip exports, supply chain resilience, and regional growth

  • The hidden power of China’s rare earth restrictions and their impact on global tech and defense

  • Why Singapore’s role as a “safe haven” is in question, especially for blue-chip pharma stocks

  • Practical moves investors can make to navigate volatility and seize long-term opportunities

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