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 base case scenario mentioned regarding the deal?

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What actions have been taken regarding risk assets over the last month?

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How does the speaker view the current state of the dollar and yen?

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What is the expected impact on the equity markets if no deal is made in the next 30 days?

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What sectors is the speaker looking to increase allocations to in China?

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