economy
China's tech play, U.S. high yield & own equities
Here are three investment strategies we heard out of CNBC's London and Singapore studios on Monday to help navigate the noise.
TL;DR
- Markets are experiencing a cautious start due to developments in the Iran war and upcoming earnings and central bank decisions.
- China's tech sector is highlighted as an area of interest, independent of geopolitical tensions and energy price shocks.
- There's a cautious approach to Europe, with a shift towards U.S. investment grade and high-yield credit.
- Owning equities is recommended as a medium to long-term strategy to protect against inflation, with power semiconductors identified as a specific opportunity.