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China Investors See U.S.-China Feud Continuing Past Election

  • Tech, trade war continuation baked into investment strategies
  • Fund managers sticking to current plans or reducing exposure
Updated on

As U.S. voters prepare for next week’s presidential election, Chinese investors have already decided what they think the outcome will be: the continued decoupling of the world’s two largest economies.

A victory for Democratic candidate Joe Biden would likely result in a toning down of anti-China rhetoric from the White House, fund managers say, but it wouldn’t change the now-bipartisan view in Washington of Beijing as a strategic rival. Regardless of the outcome, two camps have emerged: one that is holding on to its current strategy and another that is reducing its exposure to potential stock volatility.