Trump has not been kind to equities exposed to China

While the equity prices of companies highly exposed to China may appear to have been unaffected by the ongoing trade war, that is because most of them are in the information technology (IT) sector, which has fared very well. Controlling for this, firms exposed to China have actually underperformed significantly.

Subscriber content

Read this in full, free

Start a free trial and use one of your 10 free starter credits to unlock this piece.


Free. 10 articles. No card required.
By completing this form you are agreeing to our Terms and Conditions for the provision of a free trial of Capital Economics' services. We take your privacy seriously and will not share your details with others without your consent. By providing your details, including your email address, you are consenting to Capital Economics sending you macroeconomic commentary and analysis. You can unsubscribe at any time. See our Privacy Policy for more information.

Already a client or trialist? Log in to read this.