bearish
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
Osbert has highlighted this Insight as a Top Pick
908 Views18 Nov 2024 07:30
US tariffs may only affect an average of ~10% revenue of HK-listed industrials on a net basis. Vesync, Chervon, and AAC Technologies look exposed due to significant US sales but production in China.
What is covered in the Full Insight:
- Introduction
- Impact of US Tariffs on HK-listed Companies
- Companies with High US Exposure
- Mitigating Strategies by Companies
- Conclusion and Market Considerations
Boomeranged on Thu, 3 Apr 2025 08:15
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer seriously. Companies that heavily rely on the US market will be significantly hurt. With 34% reciprocal tariffs levied on Chinese exports, we expect a negative knee-jerk reaction on those with massive exposure.
SUMMARY
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Osbert Tang, CFA
HK/China Equity Long-Short
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