Investors Should Focus on Domestic-Focused Sectors After Trump's Hefty Tariffs on China -- Market Talk

Dow Jones2025-04-04

0450 GMT - Investors should focus on domestic-focused sectors after Trump's higher-than-expected tariffs on imports from China, CGS International analyst Edith Qian says in a research note. The "Liberation Day" has raised the urgency for China's policymakers to act and roll out incremental measures, the analyst says.Overseas expansion by Chinese companies, such as setting up manufacturing facilities in Mexico and Vietnam, may pause given the heightened uncertainties, she notes. CGS likes e-commerce, consumer services, EV, among other domestic-focused sectors in the near term. It also sees idiosyncratic opportunities from the heightened geopolitical risks, which should favor gold-related companies like Zijin Mining and companies with production in the U.S., such as WH Group.(sherry.qin@wsj.com)

(END) Dow Jones Newswires

April 04, 2025 00:50 ET (04:50 GMT)

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The \"Liberation Day\" has raised the urgency for China's policymakers to act and roll out incremental measures, the analyst says.Overseas expansion by Chinese companies, such as setting up manufacturing facilities in Mexico and Vietnam, may pause given the heightened uncertainties, she notes. CGS likes e-commerce, consumer services, EV, among other domestic-focused sectors in the near term. 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