Berenberg's Pickering, TS Lombard's Singh Discuss U.S. Tariffs on Mexico, China

The video discusses the use of tariffs in trade negotiations, particularly by the US, and the resulting uncertainty in global markets. It highlights the impact of trade wars on global equities and the shift towards a tech war, emphasizing the ideological differences between nations. The discussion also covers China's economic slowdown and its measures to stimulate domestic demand, including potential currency depreciation.

What approach does the US take in negotiations regarding trade?

How does the uncertainty in global markets affect trade negotiations?

What implications does the trade war have for US-China relations?

What factors contribute to the softness in European and emerging markets?

What are the potential consequences of a tech war between the US and China?

In what ways has China's economic strategy changed in response to the trade war?

How might the depreciation of the yuan affect global trade?