MW Capital Looking for Opportunities to Increase China Allocation

The video discusses the potential impact of a no-deal scenario on equity markets, emphasizing the need to reduce risk. It highlights currency movements, particularly the yuan's decline against the dollar and yen, and suggests strategies for protection. The discussion includes expectations of market corrections and tactical trading insights, noting the potential for a 5-10% correction in equity markets. The impact of tariffs on US and Chinese equities is analyzed, with a focus on investment opportunities in China and a shift towards healthcare in the US market.

What is the current market sentiment regarding the possibility of a trade deal?

• There is a risk that no deal will be made soon.

• The markets are not concerned about a deal.

• A deal is expected soon.

• A deal has already been made.

Which currencies are considered safe havens during market corrections?

• Franc and Peso

• Dollar and Yen

• Yuan and Rupee

• Euro and Pound

What is the potential correction percentage expected in the equity markets?

• 5% to 10%

• 11% to 15%

• 3% to 4%

• 1% to 2%

What is the impact of tariffs on Chinese exporters compared to the US equity market?

• Tariffs have no impact on either market.

• Both markets are equally impacted.

• Tariffs impact US exporters more.

• Tariffs impact Chinese exporters more.

What sector is being focused on in the US equity market to mitigate trade-related risks?

• Energy

• Technology

• Healthcare

• Finance