This Friday (July 6) is the start-date for tariffs on USD$34 billion of Chinese imports to the US. What’s the market expectation there?

He says the market right now is heavily focused on potential fallout from the trade war.

We also ask if he expects the gloom in the 1H2018 to extend into the 2H2018. Kingsley reckons we are in a bit of a "cyclical slowdown".

We also discuss key macro data to watch out for this week and Kingsley shares what is in his investment radar.

This Friday (July 6) is the start-date for tariffs on USD$34 billion of Chinese imports to the US. What&rsquo;s the market expectation there? He says the market right now is heavily focused on potential fallout from the trade war. We also ask if he expects the gloom in the 1H2018 to extend into the 2H2018. Kingsley reckons we are in a bit of a "cyclical slowdown". We also discuss key macro data to watch out for this week and Kingsley shares what is in his investment radar.

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