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Emerging Markets - Emerging Havens in Escalating Trade Row?

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global, Sydney

09-Apr-18 07:35

Emerging Markets - Emerging Havens in Escalating Trade Row?

Stocks in the US ended last week with a deep selloff, as concerns over a tense trade stand-off continued following President Trump's instructions for officials to consider a further US$100 billion of tariffs against China, confident that China will be first to buckle.


Against this backdrop, how will markets react this week?


We also discuss how some investors are seeing emerging markets as havens in the midst of the trade row.


We further talk about Nine West as it joins a growing list of US retailers that have filed for bankruptcy. What should investors do in the midst of this growing trend? Who are the winners and losers here?


We ask Kingsley this.

Listen in.

Presented by: Joyce Goh


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Categories: 

Tags:  Trade WarUS DollarsCurrenciesEuroPoundYenAUDEmerging MarketsAerospace And DefenseSemiconductors


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