Looking for Market Opportunity in Virus Selloff: Bulltick’s Rooney Vera

The transcript discusses the impact of market changes on Chinese markets and the initial knee-jerk reaction to sell everything. It explores investment strategies, suggesting a mix of cyclicals and defensive stocks to navigate market turbulence. The discussion also touches on the global recovery driven by China and the hope trade, questioning if current events threaten this optimism.

What is the initial reaction discussed in the context of Chinese markets?

• Buying technology stocks

• Selling everything

• Investing in real estate

• Holding onto current investments

What sector does the speaker mention maintaining an overweight position in?

• Pharmaceuticals

• Technology

• Utilities

• Real Estate

What is the expected market level by the end of the year according to the speaker?

• 4000

• 3600

• 3460

• 3200

What is the speaker's perspective on the global recovery?

• It is driven by the US

• It is driven by China

• It is driven by Europe

• It is driven by emerging markets

What is the concern regarding the hope trade?

• It might be irrelevant to the virus

• It might be threatened by the virus

• It might be strengthened by the virus

• It might be unaffected by the virus