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 is the potential outlook for emerging market Asian stocks?

In light of current uncertainties, where should investors consider placing their money?