As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
