Five market experts tell investors how to handle the US-China trade war

The trade war between the U.S. and China heated up this week. Both countries exchanged new rounds of tariffs that affect billions of dollars worth of goods and products, and that has some strategists advising investors to look for opportunities in hard-hit emerging market ETFs and currencies.

"We actually favor stocks over bonds at this point, and we do see some upside in the large-cap stocks through the end of the year," Well Fargo's Tracie McMillion told CNBC on Tuesday. "But one area where do see some value is in emerging markets. We feel like they've borne the brunt of this trade negotiation so far and the valuations look really attractive on a price-to-cash flow basis."

Here's how five markets experts predict investors can help prepare their portfolios for rising global trade tensions.


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Trading Nation is a multimedia financial news program that shows investors and traders how to use the news of the day to their advantage. This is where experts from across the financial world – including macro strategists, technical analysts, stock-pickers, and traders who specialize in options, currencies, and fixed income – come together to find the best ways to capitalize on recent developments in the market. Trading Nation: Where headlines become opportunities.

Michael Santoli

Michael Santoli joined CNBC in October 2015 as a Senior Markets Commentator, based at the network's Global Headquarters in Englewood Cliffs, N.J.  Santoli brings his extensive markets expertise to CNBC's Business Day programming, with a regular appearance on CNBC's Closing Bell (M-F, 3PM-5PM ET). In addition, he contributes to CNBC and CNBC PRO, writing regular articles and creating original digital videos.

Previously, Santoli was a Senior Columnist at Yahoo Finance, where he wrote analysis and commentary on the stock market, corporate news and the economy. He also appeared on Yahoo Finance video programs, where he offered insights on the most important business stories of the day, and was a regular contributor to CNBC and other networks.

Follow Michael Santoli on Twitter @michaelsantoli

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