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Trump, Trade and Tariffs

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Manage episode 213638331 series 1250141
Innhold levert av Audioboom and Morningstar UK: Podcasts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and Morningstar UK: Podcasts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the potential US-China trade war, and how politics have impacted the Asian markets. President Trump has revealed plans for trade tariffs targeting Chinese tech and innovation. But should investors be more wary of China's response? Emma Wall, Senior international editor for Morningstar speaks with Catherine Yeung, Investment Director at Fidelity to find out more.

A significant political event occurred this month when President Trump and North Korean leader Kim Jong-un met for the first time. But what does the agreement they signed mean for Asia’s economy?

Our next guest Schroders' Jason Yu, says protectionism will increase market volatility but the fundamentals remain strong for Asia equities and so China shares Won't Be De-railed by Trump Tariffs

It is now easier than ever to invest in companies based in mainland China, and China is investing in global projects of its own. Our next Guest, Rossen Djounov, Head of Asia for GAM explains How China is Opening its Doors to Global Investors

Can China Stock Market Recover 20% Losses? Chinese stocks are officially in a bear market, having lost 20% year to date. What has caused the slump and will the market recover? We ask Andrew Swan, Manager of the BlackRock Asia Fund.

Looking at the US, State Street’s Dwyfor Evans believes the US is a Bright Spot on the Investment Horizon as he explains to Emma about his outlook for the rest of 2018.

During times of Political uncertainty, should we be holding more cash? Holding too much cash may be a bad idea over the long term, but right now it is a good defensive option says Andrew Lill, Chief Investment officer for Morningstar Investment Management

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

  continue reading

44 episoder

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Trump, Trade and Tariffs

Morningstar UK: Podcasts

51 subscribers

published

iconDel
 

Arkivert serier ("Inaktiv feed" status)

When? This feed was archived on March 19, 2022 06:08 (2y ago). Last successful fetch was on April 07, 2020 16:43 (4y ago)

Why? Inaktiv feed status. Våre servere kunne ikke hente en gyldig podcast feed for en vedvarende periode.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 213638331 series 1250141
Innhold levert av Audioboom and Morningstar UK: Podcasts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and Morningstar UK: Podcasts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the potential US-China trade war, and how politics have impacted the Asian markets. President Trump has revealed plans for trade tariffs targeting Chinese tech and innovation. But should investors be more wary of China's response? Emma Wall, Senior international editor for Morningstar speaks with Catherine Yeung, Investment Director at Fidelity to find out more.

A significant political event occurred this month when President Trump and North Korean leader Kim Jong-un met for the first time. But what does the agreement they signed mean for Asia’s economy?

Our next guest Schroders' Jason Yu, says protectionism will increase market volatility but the fundamentals remain strong for Asia equities and so China shares Won't Be De-railed by Trump Tariffs

It is now easier than ever to invest in companies based in mainland China, and China is investing in global projects of its own. Our next Guest, Rossen Djounov, Head of Asia for GAM explains How China is Opening its Doors to Global Investors

Can China Stock Market Recover 20% Losses? Chinese stocks are officially in a bear market, having lost 20% year to date. What has caused the slump and will the market recover? We ask Andrew Swan, Manager of the BlackRock Asia Fund.

Looking at the US, State Street’s Dwyfor Evans believes the US is a Bright Spot on the Investment Horizon as he explains to Emma about his outlook for the rest of 2018.

During times of Political uncertainty, should we be holding more cash? Holding too much cash may be a bad idea over the long term, but right now it is a good defensive option says Andrew Lill, Chief Investment officer for Morningstar Investment Management

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

  continue reading

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