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Strategists Fear Pelosi Trip to Have Deeper Impact

  • China still holds near $1 trillion of US government bonds
  • Treasuries holdings and extra risk premium are talking points
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Asia on Edge After Pelosi Visit to Taiwan

The immediate market impact of Nancy Pelosi’s visit to Taiwan may be fading, but it has left fund managers rethinking how to navigate the fraying relations between the world’s two largest economies.

From an accelerated US-China decoupling to an additional pressure point for fragile supply chains or speculation over whether Beijing might weaponize its vast holding of Treasuries, investors have been outlining how the US House Speaker’s trip may have a long-term market impact.