Nomura's McCafferty Says Look for Beneficiaries of U.S.-China Trade Spat

The video discusses the impact of the US-China trade war on Asian equities, highlighting potential shifts in supply chains and investment opportunities. It examines market reactions, particularly the influence of Trump's policies and comments on the US stock market. The analysis extends to global markets, considering uncertainties like Brexit and corporate governance issues. The video concludes with investment strategies, emphasizing companies with strong balance sheets and dividend growth, and provides a market outlook for 2019.

In what ways are investors advised to approach the current market conditions according to the speaker?

What is the significance of dividend growth for investors in the current market context?