Are tariffs on Chinese goods having any impact on China? Consider that as of this writing the Hang Seng and Shanghai Chinese stock indexes are down 17% and 23% YTD respectively, Japan just over-threw China as the world’s second largest stock market and the dollar continues to strengthen. Now, consider China owns in excess of $1.1 trillion in US Treasuries securities. Does that matter? As always, stay nimble, be tactical and know what you own.
Indices mentioned are unmanaged and cannot be invested into directly.