How Investors Can Win in the China Trade War

AS SURELY AS SOME merchants jack up bottled water prices when a hurricane’s a-coming, some base instinct moves investors to ponder – even if for a flash – how to make a few clams in the face of a calamity.

Mind you, this needn’t be reprehensible, especially for investors. Billionaire Warren Buffett, a hero to many, once remarked that he loved to buy stocks when companies were “on the operating table.” And on the flip side, some already robust outfits could turn even more attractive during the touch-and-go trade war with China.

“The trade war is clearly putting pressure on global economic and corporate profit growth,” says Randy Watts, chief investment strategist and analyst at William O’Neil + Co. That’s led to slower growth and lower bond yields – and means looking for stronger growth elsewhere.

Read the full article here.

previous post Back to Articles next post

17 Mar 2020

martinwolf COVID-19 Response

With all the news and concern surrounding COVID-19 and its resultant market impact, we at martinwolf wanted to reach out. First, and above all, to say that we hope...