Bandsma Says Tariffs Don’t Matter That Much at This Stage

The video discusses the current state of the US-China trade landscape, focusing on the impact of tariffs and the health of China's economy. It explores the effects of China's economic stimulus and structural issues, such as overbuilding in the real estate sector. The video also examines emerging market ETFs, investment strategies, and opportunities, highlighting the importance of domestic plays and tech giants like Alibaba and Tencent.

What is the current impact of US tariffs on Chinese exports to the US?

• Complete halt of exports

• Increase in exports

• No significant impact

• Significant decrease in exports

What is the main concern regarding China's real estate sector?

• High construction costs

• Strict government regulations

• Overbuilding and high vacancy rates

• Lack of foreign investment

What is a potential driver for market sentiment according to the second section?

• US economic recession

• Chinese stimulus and trade deal

• European market growth

• Decrease in global oil prices

Which type of companies are considered better opportunities in emerging markets?

• International plays

• Domestic plays

• Startups

• Government-owned enterprises

Which Chinese tech companies are highlighted as performing well?

• Huawei, Xiaomi, Lenovo

• Alibaba, Tencent, Baidu

• TikTok, WeChat, QQ

• JD.com, Pinduoduo, Meituan