Looking at Cyclical stocks in this Volatile Environment (15th May 2019)
The US-China trade war will bring about greater uncertainty and volatility. While moving into safe haven assets can be a prudent strategy, I believe there will be select opportunities to invest in cyclical sector stocks.
Despite an escalation of the trade war, business must still continue to function and take orders.
When I was asked about the companies that fit into this strategy, I highlighted Malaysian-listed SuperMax as a consumer play, Hibiscus Petroleum as an O&G play and semiconductor firm MI Equipment as a tech pick.