Trade-exposed multinationals Loading... : Investor Sentiment and Bull/Bear Views

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18:07
Apr 28
Neil Howe Co-Portfolio Manager, Heft ETF The David Lin Report
Buy domestic import substitutors, avoid trade-exposed firms
As tariffs and trade wars close off goods trade, investors should get out of companies that import or export heavily and focus on domestic producers called import substitutors, especially in materials and manufacturing, because they benefit when the US runs large trade deficits.
HIGH

About Trade-exposed multinationals Investor Commentary

Across the available history and selected sources, Buzzberg tracks Trade-exposed multinationals across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Neil Howe.