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This is an extract from an article written by Michael Smith and Jessica Gardner in The Australian Financial Review. Published on the 10th July 2025.
“It is weighing on the share price because CSLs’ earnings growth has been good, but the shares have gone down. They don’t believe the impact of the tariffs will be high, but the problem is the devil is in the detail and the goalposts keep shifting,” Investors Mutual senior portfolio manager Hugh Giddy said.
“The trouble with Trump is nothing ever seems final. He seems to want to make a threat to force people to negotiate, so the ultimate end point is often so different to the original announcement.”
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Hugh recently provided expert insights on the ongoing tariff threat to ASX healthcare names like CSL and the major implications on pharmaceutical imports to the US in a compelling article by Michael Smith and Jessica Gardner for the Australian Financial Review.
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