Investors are grappling with the prospect of a potential trade war and its threat to economic growth has caused volatility in the markets.

What investment strategies should investors look into and which sectors should they bet on?

Joe shares his view.

We also discuss the impact on markets moving forward following China's latest growth target, of about 6.5% this year, and a lower budget deficit target.

Joe also weighs in on emerging markets and currencies.

Listen in.