• 5 min read
• Published on 12 August 2025
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A Fragile Peace: Navigating the US-China Trade Truce
Let’s be honest, watching the US and China bicker over trade feels a bit like being trapped in a car with two relatives having a furious, unending argument. You just want them to stop, even for a moment, so everyone can have a bit of peace. Well, it seems we’ve finally reached a service station. The two global giants have pressed pause on their tariff tantrum for 90 days, and while I wouldn’t bet my house on a lasting friendship, this brief ceasefire creates a rather interesting window for those of us with an eye for an opportunity.
View the full Basket:Riding The Tariff Truce
For years, the threat of tariffs has been a dark cloud hanging over global markets. It creates uncertainty, which is the one thing investors truly despise. Companies that rely on moving goods across borders, from tiny component makers to retail behemoths, have been stuck in a state of paralysis. Do they absorb the costs, pass them on to us, or just give up and find a new supplier? It’s been a logistical nightmare.
This 90 day truce is like a sudden burst of sunshine. It doesn’t mean the storm has passed, not by a long shot, but it does allow businesses to breathe. For the first time in a while, they can plan with a modicum of certainty. This isn't just wishful thinking. We’ve already seen oil prices perk up on the news, a classic sign that the world expects factories to start humming and ships to start sailing a little more freely. When the gears of global trade start turning properly, they need fuel.
View the full Basket:Riding The Tariff Truce
So, who stands to do well out of this temporary calm? Well, you don’t need to be a financial wizard to figure this one out. It’s the companies right on the front line of global commerce. Think of the logistics firms, the ones whose entire business model is based on getting a box from Beijing to Birmingham. For them, tariffs are like a series of unexpected, infuriating road closures. When the roads clear, business flows.
A company like UPS, for instance, is incredibly sensitive to these political winds. Fewer tariffs could mean more parcels, it’s as simple as that. Then you have the Chinese e-commerce titans, Alibaba and JD.com. Think of them as the world’s biggest market stalls. When the two most powerful shoppers stop shouting at each other, everyone else feels a lot more comfortable browsing and buying. A stable trade environment gives both their Chinese sellers and international customers the confidence to click ‘add to basket’.
View the full Basket:Riding The Tariff Truce
Now, I must be clear. To me, this is not a long term, ‘buy and hold for your retirement’ sort of play. This is a tactical punt. It’s about recognising a specific, time limited political event and understanding which companies might benefit. The opportunity is cyclical, driven by news and sentiment rather than a fundamental, permanent shift in the economy. This is why some analysts are looking at a specific basket of stocks in a strategy they call Riding The Tariff Truce. The name says it all. You are riding a temporary wave, not buying the ocean.
The risk, of course, is that this truce is nothing more than a delay. The 90 days could end with no deal, and we could be right back where we started, or worse. The underlying tensions between the US and China, which go far beyond trade, haven’t magically disappeared. This is why timing is everything. The market often reacts instantly to the headlines, so the opportunity might be as fleeting as the truce itself. This is one for the nimble, not for the faint of heart.
View the full Basket:Riding The Tariff Truce
View the full Basket:Riding The Tariff Truce
View the full Basket:Riding The Tariff Truce
View the full Basket:Riding The Tariff Truce
View the full Basket:Riding The Tariff Truce
View the full Basket:Riding The Tariff Truce
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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