- Many U.S.-listed solar stocks and the TAN ETF have corrected in the past six months due to increased tensions between the U.S. and China.
- Based on recent investor sentiment, many investors are overestimating the impact of the recent U.S. blacklisting of Chinese polysilicon producers.
- Most leading solar companies have in recent years diversified their exposure to China after U.S.-China trade tensions increased years ago.
- U.S. solar companies have also recently sold off due to increased tensions and may represent a longer-term buying opportunity since they could be a target of preferential treatment by the U.S. government.
For further details see:
TAN: Impact Of Rising U.S.-China Tensions On This Solar ETF