SINGAPORE (Feb 4): Our 10-stock portfolio in 2018 was put together at a time when the US had just begun to impose tariffs on goods imported from China. This escalated into a tit-for-tat that went on for the rest of the year. Following a 90-day truce signed in November, both countries held their punches and are now seemingly working to reach a trade deal. Yet, the damage on global equities has already been wrought.

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