These are the pockets of opportunity for investors if U.S.-China trade tensions persist

We have recommended a gradual reduction of equity risk over the past year, and our client portfolios currently hold a neutral allocation to equities.

However, shunning all stocks within the cyclical sectors may paint the equity market with too broad a brush and you may risk missing out on compelling investment opportunities. Our "protectionist playbook" identifies pockets within these cyclical sectors that may hold up better over a 12 month horizon if trade frictions persistThe damaging effects of higher prices and greater uncertainty have resulted in markets being whipsawed by trade headlines. In our view, the next round of tariffs on $300 billion of U.S.

From an asset allocation point of view, we have recommended a gradual reduction of equity risk over the past year, and our client portfolios currently hold a neutral allocation to equities. We have also increased our allocation to defensive assets like high-quality fixed income, hedge funds, and cash.equities? Trade headlines are dominating the market in a binary fashion, from "risk on" to "risk off.

earlier in August that increases defense spending, along with the general escalation of geopolitical tensions around the globe, are supportive for the industry.—From a long-term, structural standpoint, we still like tech hardware because of the technology revolution that is sweeping across the economy, increasing demand for chips in everything from cars to appliances. However, semis are more cyclical and also more exposed to disruptions in U.S.–China supply chains than are software companies.

Need to be more concerned if China invades Hong Kong. I pray we will pull out of China all together then put world Sanctions against this Communist Nation.

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U.S.-China Trade War Snowballs Toward Worst-Case ScenarioDespite the stock market's sudden rally Tuesday on news the United States would delay implenting its promised tariffs on Chinese goods, most investors are becoming used to the idea that relations between the world's two largest economies are likely to become more fraught before they improve. China sucks. Let's move on without them. Interesting
Source: Forbes - 🏆 394. / 53 Read more »

U.S.-China Trade War Snowballs Toward Worst-Case ScenarioDespite the stock market's sudden rally Tuesday on news the United States would delay implenting its promised tariffs on Chinese goods, most investors are becoming used to the idea that relations between the world's two largest economies are likely to become more fraught before they improve. Investor Someone doesn't know what to do when they hear 'Simon says, show me your fingers'. Awkward.... lstewart747 What do you expect when you have the worst case scenario in the WH?
Source: Forbes - 🏆 394. / 53 Read more »

U.S.-China Trade War Snowballs Toward Worst-Case ScenarioDespite the stock market's sudden rally Tuesday on news the United States would delay implenting its promised tariffs on Chinese goods, most investors are becoming used to the idea that relations between the world's two largest economies are likely to become more fraught before they improve. China cannot put people out of work and show Hong Kong is right. They will do everything they can to eat the tariffs, maintain production. Trump is doing the usual take a little, give a little. No excitement until 2021. unless China collapses. Move the Supply Chain. Hiii
Source: Forbes - 🏆 394. / 53 Read more »

U.S.-China trade war hinges on farmers, not AppleThe Trump administration is delaying import tariffs on some electronics, giving the iPhone maker and the S&P 500 a boost. That’s down to business lobbying and a little pragmatism. But the president wants to boost American agriculture. Until China helps, investors can’t rest easy. ReutersBiz GinaChon Already too late for many farmers. Many have already lost everything & filed bankruptcy ReutersBiz GinaChon It will be hard on them....but as our economy is very strong, now is the time to make them stop. It has had a dramatic effect on China and they are hanging on hoping Trump will lose 2020. They will have a surprise.
Source: Breakingviews - 🏆 470. / 51 Read more »

Americans’ View of China Worsens as Trade Conflict PersistsNegative attitudes toward China are hardening among Americans, who increasingly see Beijing as an adversary, according to new research. That’s called racism i have stopped ordering general xi's chicken new fav is chicken kiev About time!
Source: WSJ - 🏆 98. / 63 Read more »

U.S. senator warns China on Hong Kong trade status if it intervenes in protestsA prominent U.S. senator warned China on Tuesday Hong Kong could lose its specia... ？？ Is this the official US policy? Or... never mind. Do it now
Source: Reuters - 🏆 2. / 97 Read more »