0450 GMT - Investors should focus on domestic-focused sectors after Trump's higher-than-expected tariffs on imports from China, CGS International analyst Edith Qian says in a research note. The "Liberation Day" has raised the urgency for China's policymakers to act and roll out incremental measures, the analyst says.Overseas expansion by Chinese companies, such as setting up manufacturing facilities in Mexico and Vietnam, may pause given the heightened uncertainties, she notes. CGS likes e-commerce, consumer services, EV, among other domestic-focused sectors in the near term. It also sees idiosyncratic opportunities from the heightened geopolitical risks, which should favor gold-related companies like Zijin Mining and companies with production in the U.S., such as WH Group.(sherry.qin@wsj.com)
(END) Dow Jones Newswires
April 04, 2025 00:50 ET (04:50 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。