Huawei CEO Ren Zhengfei laid out plans to bring more efficiencies to the organization. This included simplifying the reporting structure, cutting down on surplus staff, axing...Technologyread more
The bond market has entered a financial twilight zone, and at this point, there doesn't seem to be a smooth way out.Market Insiderread more
China has used both monetary and fiscal measures to lift economic activity as its trade war with the U.S. looks set to intensify in the coming months.China Economyread more
President Donald Trump said on Twitter he was postponing a scheduled meeting with Denmark's prime minister because of her lack of interest in discussing a possible sale of...World Politicsread more
"I think (rate cuts) will help, but whether they're going to be sufficient to counter the negative trade pressures and global growth slowdown and impact is debatable," one...Central Banksread more
Chinese overseas investment growth will likely slow or even decline in the next few years as risks around the world increase, according to new research by Moody's Investors...China Economyread more
The two countries want to smash the civil aerospace duopoly enjoyed by Airbus and Boeing.Aerospace & Defenseread more
Alibaba held a board meeting before its latest quarterly earnings release last week, during which the board decided to postpone the Hong Kong listing, Reuters reported.Technologyread more
Federal Reserve Chairman Jerome Powell is set to deliver his annual speech on Friday at the Jackson Hole, Wyoming symposium, where he's expected to provide more clarity on the...Asia Marketsread more
U.S. and Asian investors poured $3.7 billion into U.K. tech start-ups in the first seven months of 2019, research shows.Technologyread more
After Elon Musk touts Tesla solar on Twitter, Walmart sues the electric vehicle and clean energy company over store rooftop panels that ignited.Technologyread more
There could be downside ahead for the stock market, noted value investor David Katz told CNBC on Wednesday.
"The thing that could derail the market and derail the economy is if this [China] trade talk escalates and we do enter a trade war. It would be bad for everybody. A lot of companies are talking about the negatives associated with higher prices or slowing sales," the chief investment officer at Matrix Asset Advisors said on "Power Lunch. "
If there is some sort of resolution, "the market is due for another leg up," he added. "If we don't, it's got some downside."
Katz, however, wouldn't buy on news like this.
"You want to buy when you have a sell-off because we do think the market's in a trading range and you want to buy weakness rather than chase strength."
Jamie Cox, managing partner at Harris Financial Group, warned investors to be careful about these particular headlines because there could be some political motivations.
That's because the one thing President Donald Trump has going for him is the strong market and economy, Cox told "Power Lunch."
"The Republicans, the president, do not want markets being down going into those midterm elections. So we're probably going to see, if nothing else, a lot of repeated starting and stopping of talks with China," he said.
Right now, Cox thinks it is the "perfect time" to get into emerging markets, which have suffered amid trade war talks, a strengthening dollar and rising interest rates.
"If the trade wars end, the places that have been hit the hardest will also recover the fastest," he said.
Plus, interest rates won't be a factor if the Fed keeps to the pace of increases it has already telegraphed.
That said, Cox pointed out this is for investors looking a couple of years down the road.
"The emerging markets, the economies there, are going to be the leaders in the world for some years to come," he said.
Katz sees value in financials and energy stocks, as well as some technology names like eBay and Facebook. It's also a good time to get into Goldman Sachs, which should be 20 to 30 percent higher a year from now, he said.
— CNBC's Fred Imbert contributed to this report.
Disclosures: Matrix clients and Katz own Facebook, eBbay and Goldman Sachs.