Trade Wars 3.0

Bearish:

• $CHINA - China's regression under Xi Jinping's leadership, reverting to Mao-era policies, suggests potential economic and political instability, making it a bearish prospect for investors.

  • “China has really taken a U-turn back to the bad old days of the Mao era.”

    Susan·4:16
• $GLOBALTRADE - The implementation of tariffs is likely to negatively impact global trade efficiency and economic growth rates, suggesting a bearish outlook for global trade.

  • “In general, tariffs are bad. They produce gross inefficiency and they slow the global growth rate.”

    Michael·10:44
• $USTECH - Technological decoupling between the US and China could weaken US innovation and competitiveness in the tech sector, potentially harming the US tech ecosystem.

  • “I believe that decoupling technologically because we believe that China represents a serious security threat will actually weaken our own technological innovativeness, our own ecosystem.”

    Susan·15:41