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By  Samuel Ruiz

Ausbiz: All eyes on Trump and DeepSeek

February 2025, In the Spotlight

Sam Ruiz, Portfolio Specialist, spoke with Ausbiz on 13 February 2025 and discussed the potential impact vs noise on tariffs imposed by Trump. Sam also talked about the pull-back in tech stocks and the unveiling of DeepSeek which upended expectations for AI winners and changed the narrative around “ROI” to a positive one. One winner from the DeepSeek launch is Meta, which is a beneficiary of lower AI costs.

Samuel Ruiz Portfolio Specialist

Samuel Ruiz is a portfolio specialist in the International Equity Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited.
By  Jennifer O'Hara Martin, Dominic Rizzo, Anthony Bruce Wang

Disclaimer

The views, information, or opinions expressed in the interview are those of the Investment Professional and are subject to change without notice. It is not intended to be securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment.

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