The S&P/ASX 200 Index (ASX: XJO) has jumped 8.5% since 7 April 2025, recovering from the low it hit following the sell-off related to announced US tariffs on most goods from most countries.
After the initial tariff announcement, the US then decided to reduce the tariff rate on most goods from most countries to 10%.
The ASX 200 has managed to undo some of the April pain.
To investors who are worried that they've missed the low, I want to reassure them with a few points.
The ASX 200 is still noticeably down
Without a crystal ball, we don't know if we've seen the low point for the ASX 200 in 2025 or during Trump's presidency.
Even if we have seen the low point, as brief as it was, the ASX 200 is still materially down from its 2025 peak in February. It's down 6.9% from 14 February 2025, which I'd still describe as a sizeable decline.
If I were wanting to invest at a good share price, I'd still suggest the current valuation of the market still represents a good decline to pick up assets at a cheaper price. Aside from the recent decline, the last time the market was trading at this level was in September 2024 – more than six months ago.
Plenty of great opportunities around
I've only been talking about the ASX 200 in this article up until now, which we can gain access to with iShares Core S&P/ASX 200 ETF (ASX: IOZ) and SPDR S&P/ASX 200 ETF (ASX: STW).
While the ASX 200 has recovered, I think there are still plenty of appealing opportunities out there that could beat the market.
Some of the funds exposed to the US share market are down further than the ASX 200, and they look good value to me, such as Betashares Nasdaq 100 ETF (ASX: NDQ) or the Global X Fang+ ETF (ASX: FANG).
Fund managers that have been sold off could be candidates to rebound when market confidence returns. I'm currently attracted to names like HMC Capital Ltd (ASX: HMC), GQG Partners Inc (ASX: GQG) and Centuria Capital Group (ASX: CNI).
Finally, there are individual ASX growth shares that look appealing to me such as Siteminder Ltd (ASX: SDR), Guzman Y Gomez Ltd (ASX: GYG) and Tuas Ltd (ASX: TUA).
We can still do plenty of investing in the future
For anyone feeling disappointed that they didn't manage to take advantage of the recent low, I wouldn't be discouraged. It's not as though you'd be investing a lifetime's worth of investing in those few April days.
On top of that, I highly doubt that early April 2025 is going to be the last time we see a heavy decline of the share market this decade.
I believe there will be plenty of opportunities to invest in the coming months and years, so there's no need to feel too much disappointment or FOMO. I'm planning to do plenty more investing in the coming years and I'm sure we'll be able to find bargains.
