It used to be said that if the US market sniffs, the rest of the world catches a cold. However, perhaps this is about to change. Certainly, when it comes to trade wars, NZ should be relatively immune thanks to years of hard work establishing comprehensive free trade agreements in our key markets.
Perhaps the NZX should be seen as a much less risky 'emerging market?'
It seems trade war has taken as a reason to sell-off assets.
Could there be some great opportunity?
Some market analysts have found trade war winners as well as losers.
Trade war Losers
Share prices of American exporters of aircraft, farm equipment and grain could affect
Chinese food consumers
Trade war Winners
Companies protected by tariffs
American meat producers might save money if weaker Chinese demand depresses the price of soybeans
Opportunity for French and German competitors for products such as small aircraft and aviation technology. (In the meantime Boeing Co. is going to engage both governments proactively.
Developing countries that might replace china as a supplier to American markets. Mexico produces goods such as televisions and electrical circuits while South Korea, Malaysia and Thailand export semiconductors and other technology.
Russian meat producers
Steel importers in other countries
Some Canadian exporters
Buying opportunity for emerging market stocks
It seems trade war has taken as a reason to sell-off assets.
Could there be some great opportunity?
Some market analysts have found trade war winners as well as losers.
Trade war Losers
Share prices of American exporters of aircraft, farm equipment and grain could affect
Chinese food consumers
Trade war Winners
Companies protected by tariffs
American meat producers might save money if weaker Chinese demand depresses the price of soybeans
Opportunity for French and German competitors for products such as small aircraft and aviation technology. (In the meantime Boeing Co. is going to engage both governments proactively.
Developing countries that might replace china as a supplier to American markets. Mexico produces goods such as televisions and electrical circuits while South Korea, Malaysia and Thailand export semiconductors and other technology.
Russian meat producers
Steel importers in other countries
Some Canadian exporters
Buying opportunity for emerging market stocks
I think trade wars are not happening. Th US lost that war years ago. I think the US are trying to reclaim territory where they can. Stocks in NZ will continue to do well unless a global financial crisis takes place again. I am hoping punters panic as it means I get great entry to those shares that have no outside interference
I have failed to see how his lawyer office got a raid by FBI is a bad thing.
Agreed.
However - too many rich and selfish people love Trumpet ... more money for the rich, more corruption! They are obviously scared somebody might drain the swamp Trump created and they thrive in ;
That's as well the people controlling (with their money) the stock exchange.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
However - too many rich and selfish people love Trumpet ... more money for the rich, more corruption! They are obviously scared somebody might drain the swamp Trump created and they thrive in ;
That's as well the people controlling (with their money) the stock exchange.
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Originally Posted by MARKETWINNER
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