Investors bracing for tariff hike as trade war intensifies

Investors bracing for tariff hike as trade war intensifies


GREAT TO SEE YOU.>>THANKS. PLEASURE TO BE HERE. JACKIE: LET’S START BROAD AND DRILL DOWN A LITTLE BIT AND JUST TALK ABOUT THE CHINA TRADE NEGOTIATIONS. THERE ARE MARKET INVESTORS LOOKING AT THE NEWS AND SAYING THEY THINK A DEAL IS IMMINENT. THE STOCK MARKET WOULD CERTAINLY LIKE THAT. YOUR THOUGHTS ON WHETHER THIS CAN BE ACHIEVED IN A TIMELY FASHION.>>STOCK MARKET WOULD LOVE IT. I WOULD LOVE IT. BUT I THINK IT’S PROBABLY NOT GOING TO HAPPEN. NOT IN THE NEAR TERM. YOU REALLY HAVE TO LOOK AT THE INCENTIVES OF THE DECISION MAKERS TO FIGURE THAT OUT. IF YOU LOOK AT IT FROM TRUMP’S PERSPECTIVE, TRUMP HAS TO APPEAR TOUGH ON CHINA TO HIS BASE. AT THE SAME TIME, CHINA DOESN’T WANT TO SIGN ANOTHER HUMILIATING TRADE AGREEMENT THAT HAS ECHOES OF THE CHINESE/JAPANESE TRADE AGREEMENT. THEY ALSO DON’T WANT TO SIGN AN AGREEMENT THAT DOESN’T LOOK GREAT RIGHT IN FRONT OF THE 70th ANNIVERSARY OF THE PRC. THOSE ARE REASONS YOU ARE NOT GOING TO GET SOMETHING REALLY SHORT-TERM. I THINK YOU ALSO HAVE TO LOOK AT IT FROM CHINA’S PERSPECTIVE. THEY BENEFIT FROM JUST STALLING AND WAITING AND GOING THROUGH THE ELECTIONS TO SEE IF TRUMP WINS AGAIN AND IF THEY HAVE TO CONTINUE TO DEAL WITH HIM. I THINK THE MOST LIKELY SCENARIO IS WE PROBABLY DON’T SEE ANYTHING HAPPENING, YOU SEE A LOT OF STALLING FOR THE NEXT SIX, NINE MONTHS. JACKIE: OKAY. AND YOU KNOW, IT’S WHEN PEOPLE DON’T WANT CERTAIN STOCKS THAT TYPICALLY IS THE BEST TIME TO GET IN THEM. YOU ARE STANDING BY CHINESE EQUITIES AND CITING THAT AS ONE REASON WHY, BUT IT’S HARD TO, YOU KNOW, A HARD PILL TO SWALLOW WHEN PEOPLE ARE WORRIED AND NERVOUS ABOUT THE REGION. WHAT’S ALSO INTERESTING, THOUGH, IS CHINA AT 11 TIMES EARNINGS IS A ONE OF THE CHEAPEST MARKETS IN THE WORLD RIGHT NOW. MAKE THE CASE FOR ME ON WHY WE SHOULD BE BULLISH ON CHINA.>>FIRST OF ALL, I’M NOT SURE YOU SHOULD BE BULLISH ON CHINA BROADLY. ADMITTEDLY, IT’S REALLY CHEAP, 11 TIMES EARNINGS REL TOI 11 TIMES EARNINGS RELATOI 11 TIMES EARNINGS RELATIVE TO THE U.S. BUT THERE ARE GOOD REASONS IT’S CHEAP. THE ECONOMY IS WEAK, IT’S GOING TO GET WEAKER. HOWEVER, THERE ARE SOME REALLY BRIGHT SPOTS AND POINTS WITHIN CHINA THAT YOU CAN INVEST IN. YOU DON’T HAVE TO BUY EVERYTHING. FOR EXAMPLE, CONSIDER 5G. YOU SEE CHINA IS REALLY THE LEADER IN 5G. THE MARKET’S MASSIVE. THE TOP THREE TELECOMS ARE PLOWING MONEY IN AND ACCELERATING DEPLOYMENT. THINK OF IT THIS WAY. HUAWEI ON THEIR FIRST 5G PHONE, WHEN IT WAS FIRST RELEASED, THEY GOT A MILLION ORDERS THE FIRST DAY. I THINK YOU WILL SEE A LOT OF PRODUCTIVITY INCREASE AND A LOT OF INFRASTRUCTURE BUILD FROM 5G. THINGS LIKE HEALTH CARE, RISING DISPOSABLE INCOME IS DRIVING, AND ASIAN DEMOGRAPHICS, BOTH OF THOSE THINGS ARE DRIVING INCREASE IN HEALTH CARE NEEDS IN CHINA. I THINK THAT’S GOING TO BE A GREAT PLACE. ALSO, CONSUMPTION UPGRADE. DESPITE SOME WEAK MACRO TRENDS, CONSUMERS HAVE MORE MONEY TO SPEND AND ARE WILLING TO SPEND IT. SO PREMIUM BRANDS, LIKE PREMIUM BEER VERSUS CHEAP BEER, THOSE ARE THE BRANDS THAT ARE ACTUALLY DOING WELL IN CHINA. I THINK YOU REALLY HAVE TO BE MORE SELECTIVE, YOU HAVE TO BE A GOOD STOCK PICKER AND GO INTO CHINA AND YOU WILL DO JUST FINE BECAUSE YOU ARE BUYING A VALUATION THAT IS ASSUMING SOME REALLY BAD NEWS DOWN THE ROAD. THERE ARE SPOTS THAT LOOK REALLY GREAT.

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37 thoughts on “Investors bracing for tariff hike as trade war intensifies”

  • China must be stopped look what they are doing with robot huminoids to Hong Kong citizens they also have GMO animinals with Korean genetics added in a very Diabolical way..the videos are here on youtube I am not going to link them they areso bad but you cansearch them its diabolical that guy Xi JingPing really is a lunatic. Just research it youll see I was horrified after seeing the GMO cattle and what they did to goat genetics they added spider genetics to the goats and you can clearly see they also added human genetics to some (its insane) this whole thing has went way to far money is not the actual reason for the tarrifs.. Its the funding of what China is using it for they literally have robots in the streets of Hong Kong right now , firing upon civilians with likeness to the evil mech in the movie robocop ..but the real thing with auto censors like your phone cameras set to scope thier mech arm. Hes walking around seriously like darth vader..from the trilogy not thay he "looks" like it but its like hes copying it.

  • China doesn't care whether Trump is going to win 2020 election because China is ditching USA for good.
    China will impose more tariffs on USA products until no trade between the 2 countries while more open to the rest of the world.
    Kick US companies out of China's market unless they move their production to China.
    Meanwhile China is gradually dumping US treasury bonds and will soon give up US dollars. See you

  • The MAFIA Chinese Communist regime should be sanctioned. They send police and thugs to beat up Hong Kong protesters and non-protesters alike on 8/31 Hong Kong Time. Tariffs will not be enough. Ban all Chinese goods!

  • Trade wars are easy to win! Trump. I am the chosen one! Reality? Farmers getting hammered and the economy is slowing. Trump's days are numbered.

  • The Chinaman is our number one enemy – it’s not just the trade unbalanced of $580 billion, the Chinaman has stolen over $1,250,000,000 worth of intellectual property with help of American corporations and traitors in Silicon Valley and Wall Street. It’s about time. The City of San Marino California, which was 97 % white is now 59% Chinese Arcadia 63% , Monterey park 77%, San Gabriel 79% , Alhambra 81% are full of spies concealed as investors and students.

  • ?I would like to personally thank all those who sold off stocks in this past two months. My new sailboat arrives labor day weekend tomorrow. I really hope you learned a lesson or I will double my portfolio again.

  • When will you people learn to make an honest living instead of gambling with the Stock Market? Gambling addiction is a disease you know.

  • American are paying a little bit more only around 10-30% only
    Believe me China is paying the Billion tariffs
    Hehehe
    America is managed by Idiots idiots
    Like it or not You Have No Choice you will have to vote me ………………..*OUT*

  • What do they want me to do
    They want me to hold up my hands to China ?
    I started this Easy To Win crisis
    I'm not backing down
    Even if America goes bunk I'm not backing down
    America have no choice they elected me
    Live with it folks
    Vote me 2020
    I'll lead America MAGA
    Even if America goes bunk I'm not backing down
    I'm not backing down
    Vote me 2020
    Believe me MAGAgaga

  • We Chinese have tasted the pain, now it's your turn, americans, wish you a merry Christmas this year! Don't cry when prices rise.

  • 3 years and Trump Has Done Nothing to the Criminal Pedophile Traitors 
    More Talk
    More MSM sedition 
    More BS
    the Traitors are Free 
    This Patriot is Over Trump

  • I don't get it. Trump administration claims economy is strong so why do we even need a trade deal with China?

    These people are complaining about 30 – 40 years of market growth and cheap labor in China all the while they were the ones championing those policies because capitalism.

    It's always the middle class and working poor who get pissed on while being told it's rain.

    We need investment new industries here, we are in a global economy and nothing will change that.

    This is all political theater.

  • This guy's a d**** I'm a right-winger conservative if Trump wins we all know he's going to kick some serious butt Trump is a God among man because God put him in office it's prophesied by Kim Clement who passed away he's going to win prophecy so deal with it choked on it you liberal idiots and you may say or doubters Republicans you are idiots

  • Donald Trumps strategy won’t help business come back to USA. The labor union, the high manufacturing cost and lack of supply chains systems are main reason to drive the manufacturer moving to oversea underdeveloped or developing countries.

    USA is a country with too little population and too much undeveloped land. When the elderly population grow, younger human labor not able to fulfill that capacity causes government spending increase, so the burden finally shifting to all working class, so taxpayers not only pay higher tax, but higher living cost.
    Based on this theory, If USA wanted to further expand economy, the best way to do is attract more immigrants come to USA. So far too little USA population giving USA businesses limited space to grow, business need to maximize profitability must shifting manufacturer and shifting business market target to oversea. Donald Trump strategy not able to force those manufacturing business come back to USA.

    As a working class, you might need to think of these questions:
    1. Are your living expense keep going up?
    2. Is your salary not able or barley able for you paying your living expense?
    3. Can you actual feel that your living cost increase because of the trade war effect?

    If all this answer is yes, then that’s nothing to do of unfair trade, but the USA political mistake cause the actual issues arise.

  • An American Homestead says:

    5G is proving to be a medical nightmare. Investing in that is basically flushing cash down the toilet. The best investments for the next 10 years will be crypto related…both in China and around the world.

  • This guy isn’t know what he is talking, Hua Wei for example is control by China government, that men’s government can take whatever they want from them, just like They do from Jack Ma, health care stocks, don’t even touch it with 10 foot pole, they are having the same government controls problem, they are so many cheat and lie in themselves, the reason they are risen for so many years is Western investors don’t understand the Chinese market and keep throwing money into black hole, as Chinese proverbial saying, As the tide recedes, we can see who didn’t wear their underwear. No, no, no, Warren Buffett’s theory is simply not working for this case , buy low , sell high. Trust me, buy low, sell even lower until you cry to your grave.

  • China's annual GDP growth this year is almost the amount of total export to USA, what's the point of this tarriff war, the growth of Chinese ecnmony is not because exporting to USA or technology from USA, it is beause of poverty, there are hugh amount of population living in poverty, majority of families there don't have a car. US company should share the growing new market rather than cutting off from it

  • You're all concerned about the traders when its obvious China is the problem. Decouple from China. Wall Street, you better get this right! Trade with fair and trade friendly countries. China is stealing us blind, but you just don't care. As long as you get your commission. You should be ashamed of yourselves!

  • Henry Martinez1060 says:

    US CORPORSTION GREED IS THE REASON THEIR ARE PROBLEMS BETWEEN THEM THE WOULD SELL THEMSELFS TO THE DEVIL FOR A BUCK$$$".

  • The CCCP is not forthright with their intentions on an international level.
    Having said that, Donald Trump is the most inept, as well as morally bankrupt, leader to ever lead a modern day global power nation. If he is re-elected, all of our hopes of a prosperous and peaceful future will be null & void. I really, really hope that the people of America are now cognizant of what this guy is…a fraud, a conman, a bad joke. But at the end of the day, the only thing we can truly control is our Own Actions. It’s up to us, as individuals(all around the globe), to be our best selves each and every day. To be kind to one another…. and to do all we can to leave this world a better place than when we arrived. Because it’s not really about “One China Policy” or “America First” etc, it’s about ALL OF US. One race… THE HUMAN RACE. And this obscure blue planet is OUR HOME. It’s the only one we have, so we might as well learn how to get along with each other and begin looking for all that we have in common, rather than pointing out the differences. If you go back far enough, we’re all family! Good night and good luck fam!!!

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