China Consumer Stocks Favored, Orient Capital's Collier Says

The video discusses the impact of the Trump trade war on domestic stocks and the strategies to mitigate risks. It highlights the role of the PBOC in supporting firms through policy measures and the importance of investing in consumer and tech sectors. The complexities of banking regulations and the realities of a full-blown trade war are also explored, emphasizing the interconnectedness of global supply chains and the potential opposition to Trump's policies.

How does the PBOC's approach to bank loans reflect its strategy to support firms affected by the trade war?

What are some strategies suggested for positioning in consumer stocks amidst the trade war?

What are the potential risks associated with investing in US state-owned banks during a trade war?

In what ways might a full-blown trade war impact sectors that Trump cares about?

How do global supply chains complicate the effects of a trade war between the US and China?