Bulls In A China Shop: 5 Chinese Stocks To Ride Out The Trade War

2025-04-17 05:00:00 ET

Summary

• Donald Trump has exempted reciprocal tariffs on certain electronic Chinese imports, giving markets a slight reprieve as the U.S.-China trade war heats up.
• While tariffs are likely to burn both countries, China could be in a stronger position to replace key U.S. imports.
• SA Quant has identified five Chinese stocks with strong financials and high Quant Factor Grades that are well-positioned for recovery once market conditions stabilize.
• Over the past month, these five ‘Biggest Losers’ posted an average return of -18% vs. the S&P 500’s -5.75%.

Has China Taken the Upper Hand in Trump’s Trade War?

As Washington and Beijing remain locked in a power struggle over tariffs, Donald Trump has maintained that his decision to exempt certain high-tech Chinese exports from reciprocal tariffs was by no means a sign of surrender to Xi Jinping’s government.

"NOBODY is getting ‘off the hook’ for the unfair Trade Balances, and Non-Monetary Tariff Barriers, that other Countries have used against us, especially not China which, by far, treats us the worst! There was no Tariff "exception" announced on Friday," Trump wrote on his Social Truth platform ....

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