Despite the U.S. equity market reaching new heights, many Chinese stocks have struggled, raising discussions around U.S. exceptionalism among investors.
Trump's hawkish stance on China regarding tariffs creates uncertainty, leading many investors to believe that Chinese stocks may continue to face headwinds.
Investors looking to rebalance portfolios should consider high-quality Chinese stocks, as much of the negative news may already be baked into their pricing.
Chinese companies are facing challenges in the U.S. market, with potential tariffs impacting sales, suggesting a cautious outlook for these stocks.
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