no, i don’t worry about companies exposure to china other than few extremely anti china names such as MU and QCOM, even Apple and TSLa are in a very good term with the Chinese so it won’t be cutoff, buy the dip. Any firms that lobbied to sanction or put its chinese competitors on the backlist I should be worried. Cut losses on Boeing too.
It should be energy and small caps that win this war. Too much risk with China and their inevitable attack on Taiwan for the Magnificent 7 stocks.
%% LOL good rebukes on that map,ph1. Also depends on\if one wants to live in a control freak commie country=no thanks. Wow chicoms country, same color as Mexico. Mexico + Vietnam seems like a much getter places for cheap labor; but Mexico doesn't have quite the same commie control freaks as chicom country. I bought a yellow chinese crowbar in US= good product
The US already lost dominance to China. It's that most haven't realized it yet. Waiting for the fireworks to go off when the Taiwan theatre opens in addition to the current war in Europe. Now I wish I hadn't given away all my old People's General games.
Per capita is kind of misleading. Comparing to China's 1.4B, we need to include Canada, Mexico, Central America and perhaps even some South America countries to make up 1.4B, then we can compare per capita. China's middle class, a much smaller percentage than the US, but likely several hundred millions.