How to Trade the Trade War

The video discusses the impact of increasing global tensions on supply chains and stock markets, highlighting insights from experts in the quant world. It covers the pressure on commodity currencies, particularly the Australian dollar, due to trade restrictions and weak Chinese data. The video concludes with a discussion on the potential for a market rally in emerging Asian stocks and the uncertainty surrounding investment decisions.

What sectors are particularly affected by the trade war according to experts?

• Retail and hospitality

• Autos and miners

• Finance and real estate

• Technology and healthcare

Which currency is under pressure due to a Chinese port's actions?

• Japanese yen

• Australian dollar

• Euro

• Canadian dollar

What is the Australian dollar particularly sensitive to, according to Jane Foley?

• Strong US economic data

• Middle Eastern oil prices

• Weak China data

• European market trends

What does Tau Wing of UBS predict about emerging market Asian stocks?

• They will decline by 5%

• They will experience a minor dip

• They could rally over 10%

• They will remain stable

What is the main question posed at the end of the discussion?

• How to improve supply chains?

• What are the best stocks to buy?

• Where to invest amidst uncertainty?

• How to reduce trade deficits?