|
Buxton ND | These are just some copy and paste comments I get from a news gal out of China. It is news and sometimes news just likes to stir the pot a tad.
Credit Suisse: boycotts of US brands could hit $NKE, $GM, $TIF. For China- Lenovo, ZTE. Upside: domestic competitors
---
US equities have more to lose, 10% MSCI US firms get at least 1/10th of sales from China. For Chinese sales to US it's less than 2%: MS $TXN
---
Chinese firms with most US exposure: Macy's/Wal-mart supplier Li & Fung, Victoria's Secret supplier Regina Miracle (70% revenue from US): MS
---
BoCom's Hao Hong: most people see US-China trade war as a black swan, but the possibility is much larger. Sees $SHCOMP below 2,800 (-10%)
---
If Trump makes good on his 45% tariff threat and China retaliates in kind, MSCI China Index could fall 30%- Morgan Stanley's Jonathan Garner
---
China uses Trump inauguration to slam democracy, touting relative stability of Communism vs divisions within America | |
|
Trump to renegotiate NAFTA..........
