1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
Preparing video
Keith Della-Vedova from CPS Capital addresses the impact of Donald Trump's tariffs on small caps, noting market volatility and liquidity issues. Keith observes that while major stocks face severe volume hits, small caps encounter less dramatic changes, revealing opportunities amid the turbulence.
In the resource sector, Keith highlights the effects tariffs have on commodities like iron and lithium. He suggests that companies like Mineral Resources (ASX:MIN) face specific challenges, while emphasising opportunities in gold stocks like Evolution and Northern Star. Despite market fluctuations, Keith sees potential in capitalising on low-volume sell-offs.
Keith pinpoints investment opportunities in entities less affected by tariffs. He mentions Desert Metals (ASX:DM1) as a promising prospect, especially given their minimal exposure to tariff impacts. Keith forecasts significant upside for small-cap stocks, particularly in the gold sector, where margin calls triggered a temporary sell-off.
