As touched on in recent reports, we can see China as the big winner from Trump’s tariffs; this is our favourite regional exposure over the coming months, helped by the “Beijing Put.”
- Following sharp falls in China’s names due to reciprocal tariffs announced on Friday, we have dialled back our entry level for the IZZ ETF back to $50 – see below for Shawn’s Trading Ideas.
Updated Trade Idea: Buy iShares Large-Cap China ETF (IZZ) at 50 with stops at $46 – a 8% risk.
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