Nomura's McCafferty Says Look for Beneficiaries of U.S.-China Trade Spat

The video discusses the impact of the US-China trade war on Asian equities, highlighting potential shifts in supply chains and investment opportunities. It examines market reactions, particularly the influence of Trump's policies and comments on the US stock market. The analysis extends to global markets, considering uncertainties like Brexit and corporate governance issues. The video concludes with investment strategies, emphasizing companies with strong balance sheets and dividend growth, and provides a market outlook for 2019.

What potential impact does the US-China trade war have on Asian supply chains?

• It will only affect European supply chains.

• It will strengthen US supply chains.

• It may lead to shifts in supply chains to other Asian countries.

• It will have no impact on supply chains.

How does Jim McCafferty describe Trump's approach to trade negotiations?

• Consistent and predictable

• Focused only on domestic issues

• Unpredictable and often starting high

• Always settling at the top

Which major economies are highlighted as facing challenges in the market analysis?

• US, Japan, UK, and China

• India, Brazil, Russia, and South Africa

• Germany, France, Italy, and Spain

• Australia, Canada, Mexico, and Argentina

What is a key factor investors are looking for in companies according to Jim?

• High debt levels

• Strong balance sheets and ability to pay dividends

• Rapid expansion plans

• Focus on domestic markets only

What does Jim suggest about buying on market dips?

• It guarantees immediate profits.

• It's not a dip if there's another dip tomorrow.

• It should be avoided at all costs.

• It's always a good strategy.