Now Is the Time to Go Long Chinese Equities, Bulltick's Rooney Vera Says

The video discusses the potential of Chinese equities, particularly in consumer discretionary sectors like Alibaba and Tencent, amidst trade tensions and market volatility. It analyzes the impact of tariffs on inflation and market sectors, emphasizing that current tariffs have minimal direct impact on US growth. The discussion also covers investment strategies in US and emerging markets, highlighting risks associated with trade wars.

What are the potential impacts of tariffs on inflation and GDP according to the discussion?

What is the general sentiment towards tech and industrials in the context of trade tensions?