Deutsche Bank WM CIO Nolting on U.S.-China Disputes, Markets

The video discusses the potential outcomes of the Osaka meeting between the US and China, highlighting that a full agreement is unlikely. It analyzes sectors like technology and automotive that are affected by global supply chain issues and advises caution due to potential downside risks. The discussion shifts to country-specific insights, noting optimism for South Korea and Southeast Asia despite trade tensions. The video concludes with a long-term outlook on Chinese equities, suggesting that while the trade war may persist, market corrections could present buying opportunities.

What is the speaker's perspective on South Korea's position in the trade war?

What potential downside risks does the speaker foresee for China in the near future?