The downturn in the U.S. stock market due to the trade war with China doesn’t mean investors should get out of the game and watch the stocks falling. There is still a chance to take some profits, experts believe. Especially, if you have succeeded in protecting your portfolio with cash at the beginning of the conflict.
Michael Brush, a financial writer who covers business for the New York Times and The Economist Group, suggests focusing on the groups that have taken the hardest hit by trade dispute fears. Electronics (chips) and agriculture are the first two that stand out.
Brush points out $NVDA and $INTC from the chip sector and consider buying such “agricultural” stocks as $MOS.
On the other side, Arora analysts are sure that $INTC is less vulnerable because the stock has already fallen due to its own internal woes.
Instead, they recommend investors to review their positions and pay attention to some semiconductor stocks, such as $AMD, $MU, and $NVDA.
