US - Trade War (China)

Re: US - Trade War (China)

Postby behappyalways » Sat Dec 22, 2018 7:05 pm

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Re: US - Trade War (China)

Postby behappyalways » Wed Jan 16, 2019 8:14 pm

2019.01.12【文茜世界周報】美中重啟貿易談判 川普為競選連任準備
https://www.youtube.com/watch?v=Awqojyh ... -pKgdwMSAU
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Re: US - Trade War (China)

Postby winston » Thu Jan 17, 2019 3:16 pm

These stocks could surge the most if and when US and China reach a trade deal

by Yun Li

Tariff-sensitive stocks have underperformed significantly and their valuations are getting cheap, according to HSBC.

U.S. stocks with revenue exposure to China of more than 20 percent, including Skyworks Solutions, Broadcom, Micron Technology and Marvell Technology Group can be big winners if a trade deal comes through, says HSBC's Ben Laidler.

To find the best names to buy on a trade deal pop, HSBC ran a screen looking for stocks with three main attributes:
1. Listed U.S. stocks with revenue exposure to China of more than 20 percent.
2. Underperformance during this three-month market pullback on trade deal concerns.
3. Cheap valuation on a forward price-earnings basis.

The names that came up were focused in tech including Skyworks Solutions SWKS , Broadcom AVGO , Micron Technology MU and Marvell Technology Group MRVL .

To be sure, this is lining up to be a risky binary trade. These names (and the whole market) could be hit hard if there is not a trade deal.

Source: CNBC

https://finance.yahoo.com/news/stocks-c ... 00896.html
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Re: US - Trade War (China)

Postby winston » Sun Jan 20, 2019 8:11 am

Why China’s economy faces a bumpy first half of 2019, even if ‘trade peace’ breaks out soon

Patrik Schowitz says weak stimulus measures by the government and debt concerns mean China’s economy is likely to get worse before it gets better

One key issue is that despite the trade war with the US, China’s exports held up relatively well as exporters front-loaded their shipments to the US to get ahead of expected further increases in tariffs.

As inventory levels build up, this front-loading will have to taper and reverse in early 2019, even if a US-China trade deal is reached.

It looks like it will take at least until the second half of this year for growth in China to stabilise, and economic data is likely to get worse before it gets better.

Given the nervous state of financial markets, until then, it could be wise to treat any overexuberance in Chinese and emerging market equities with a healthy dose of scepticism.


Source: SCMP

https://www.scmp.com/comment/insight-op ... 19-even-if
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Re: US - Trade War (China)

Postby behappyalways » Mon Feb 04, 2019 4:20 pm

2019.02.02【文茜世界周報】動真格! 美國11部門首長聯合指控華為罪狀
https://www.youtube.com/watch?v=myfKC7g ... AU&index=9
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Re: US - Trade War (China)

Postby behappyalways » Tue Feb 12, 2019 7:30 pm

2019.02.10【文茜世界財經週報】川普選前對華強硬 控陸偷走美國人工作
https://www.youtube.com/watch?v=O1NiGja ... wlqT1IXpxu
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Re: US - Trade War (China)

Postby behappyalways » Mon Feb 18, 2019 6:50 pm

2019.02.16【文茜世界周報】川普擬展延停火期限 習川四會簽貿易協定
https://www.youtube.com/watch?v=pC4BVIA ... AU&index=5
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Re: US - Trade War (China)

Postby behappyalways » Tue Feb 26, 2019 8:37 pm

2019.02.23【文茜世界周報】「習近平特使」赴華府 劉鶴肩負準備簽約的身份
https://www.youtube.com/watch?v=ZAqc74K ... U&index=12
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Re: US - Trade War (China)

Postby behappyalways » Mon Mar 04, 2019 7:06 pm

U.S. and China Near Deal That Could End Most U.S. Tariffs
https://finance.yahoo.com/news/u-china- ... 57720.html
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Re: US - Trade War (China)

Postby winston » Tue Mar 05, 2019 7:25 am

Markets aren’t really recovering from the US-China trade war – this is just a dead cat bounce

The change in the Fed’s policy posture has more bearing on global financial health than a resolution to the trade war

Either way, China and the US have worrying debt problems, and Chinese consumers won’t be able to boost the economy

by Andy Xie

Source: SCMP

https://www.scmp.com/comment/insight-op ... hina-trade
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