Look for some of the tech names that are increasing their exposure in China, Guy Adami says. Hewlett-Packard (HPQ) is doing it and now Dell (DELL) looks to be, too.
Pete Najarian likes the big pharma names for having international exposure. Add on the usual names that benefit internationally like Boeing (BA) and United Technologies (UTX) and “those are your trades on the exposure.”
Defensive, tech-related companies that have huge multinational growth – “that’s the way you can win in this market,” Jeff Macke says.
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Trader disclosure: On July 27th 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders;Macke Owns (ATVI), (DIS); Najarian Owns ( C),(GS) SSusquehanna Financial Group Is A Market Maker In (GTRC), (ATVI), (AMZN), (ERTS), (INTC), (KYPH), (VMSI); Susquehanna Financial Group Owns More Than 1% Of (BZH); Gilbert Owns Options In (HOT) Stacey Briere Gilbert Is Chief Options Strategist For Susquehanna Financial Group, LLLP; Gilbert Is Head Of Market Intelligence Research For Susquehanna Financial Group, LLLP; Gilbert Does Not Cover Individual Securities But Does Recommend Trading Strategies