US-China trade stoush stokes inflation fears

The tensions between the US and China are set to drag on, intensifying the risk of inflation and adding to the volatility reverberating across international markets, says a leading global asset manager.

Lex Hall 15 November, 2018 | 11:14
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The tensions between the US and China are set to drag on, intensifying the risk of inflation and adding to the volatility reverberating across international markets, says a leading global asset manager.

But for those investors sitting on cash holdings, heightened volatility will present opportunities, says Vihari Ross, Magellan Asset Management's global portfolio manager.

Speaking at the Morningstar Individual Investor Conference in Sydney yesterday, Ross suggested US President Donald Trump's trade war with China had a two-fold motive.

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Lex Hall  is Senior Editor for Morningstar Australia

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