Long-term investing: Volatility, even threats, have limited shelf life; 5 large-caps from different sectors with upside potential of up to 38%

What will dominate headlines for some time? Tariff impacting X industry, goods stuck at ports, exporters under pressure, India-US talking to resolve the deadlock. Yes, the action by President Trump will create issues, but it is not the end of the world. There are a couple of reasons for our assumption that things will not be as bad as they might appear to be when you read the headlines that are bound to come in the coming weeks. You may not be aware, but the history of threats, trade, and diplomacy reveals that, finally, the last one has won.