Recently, the trade tensions between Europe and the US have escalated again. Trump has issued a "big move" on tariffs against 8 European countries — starting with a 10% basic tariff from Denmark to France, with the possibility of rising to 25%, and even a threat of 200%. This is not just a simple tariff issue; it reflects a reallocation of global capital behind the scenes.

Europe is not sitting idly either. They have quickly assembled a retaliatory list worth 93 billion euros, making the back-and-forth quite intense. It looks like the trade war is escalating, but in reality? Every time such uncertainty arises, the capital markets tend to experience interesting changes — traditional safe-haven assets heat up, and funds seek new opportunities.

In plain terms, geopolitical fluctuations always bring unexpected opportunities to certain assets. When the global economy faces this kind of division risk, smart capital is already reconfiguring. Whether it’s traditional safe assets or emerging ones, these periods are often critical windows for market re-pricing.