What are US China tariff cuts?

US China tariff cuts refer to proposed reductions in trade taxes imposed on Chinese goods entering America. Former President Trump recently proposed reducing these tariffs in exchange for Chinese cooperation on key issues, potentially ending years of trade war tensions that have disrupted global commerce and supply chains.

What is a trade thaw?

A trade thaw describes the gradual improvement in economic relations between countries after a period of trade tensions or restrictions. In the US-China context, it means reducing tariffs, easing restrictions, and normalising business relationships that were disrupted during the trade war that began in 2018.

Which sectors benefit most from US China trade improvements?

Agriculture and technology sectors are positioned for the biggest gains from improved US-China relations. American agricultural exports to China plummeted from $24 billion in 2017 to just $9.1 billion in 2018 due to retaliatory tariffs, whilst technology companies faced supply chain disruptions and restricted market access.

How to invest in US China tariff cuts theme?

Investors can access companies positioned to benefit from improved US-China relations through the US China Tariff Cuts basket on Nemo. This includes firms with significant Chinese market exposure like Yum! China Holdings, Alibaba Group, and JD.com, available through fractional shares starting from just £1.

What are the risks of investing in China-exposed stocks?

Key risks include geopolitical tensions that can flare unexpectedly, trade negotiations collapsing, and sudden regulatory changes. Currency fluctuations add complexity as many companies generate revenue in Chinese yuan, whilst political risk remains significant since trade policies can change with new administrations.

Why do agriculture stocks benefit from China trade deals?

China's massive population and growing middle class create enormous demand for high-quality American agricultural products. Chinese demand remains strong but has been constrained primarily by tariffs rather than fundamental market dynamics, making agriculture companies clear beneficiaries of any trade improvements.

Best China trade stocks for 2025?

Companies with significant Chinese revenue exposure that have been negatively impacted by trade tensions show the most potential. Yum! China Holdings operates thousands of KFC and Pizza Hut locations across China, whilst Alibaba Group and JD.com represent the backbone of Chinese e-commerce facilitating cross-border trade.

When will US China trade relations improve?

Timing remains unpredictable as trade negotiations are complex and political winds can shift quickly. However, both economies have felt the pain of prolonged tensions, and global supply chain disruptions have highlighted the risks of excessive decoupling, creating mutual incentives for compromise in 2025.

How did the trade war impact supply chains?

Companies spent billions restructuring operations to comply with tariffs and restrictions, creating costly inefficiencies. Firms like Dell Technologies had to make expensive adjustments to their supply chains, but normalised relations could allow them to return to more efficient operations whilst expanding Chinese market presence.

What makes technology stocks risky in China theme?

Technology presents a more nuanced opportunity as security concerns will likely persist around certain technologies. However, areas like e-commerce and semiconductors could see significant benefits from reduced trade tensions, though regulatory uncertainty and separate supply chain requirements add complexity.

Can I buy fractional shares of China trade stocks on Nemo?

Yes, Nemo offers commission-free investing in the US China Tariff Cuts basket with fractional shares starting from just £1. The ADGM-regulated platform provides AI-driven research and access to companies positioned to benefit from improved US-China trade relations, though all investments carry risk.

The US-China Trade Thaw: Why These Stocks Could Soar in 2025

• 5 min read

• Published on 29 October 2025

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The US-China Trade Thaw: Why These Stocks Could Soar in 2025

• 5 min read

• Published on 29 October 2025

Summary

Potential US-China tariff cuts signal key investment plays for 2025.
Agriculture and technology stocks could see significant gains from a trade thaw.
Firms with China exposure may benefit from lower costs and expanded market access.
Watch key opportunities in e-commerce, agricultural machinery, and tech supply chains.

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View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

Is a US-China Trade Truce on the Cards for Investors?

Let’s be honest, watching politicians bicker over trade is about as entertaining as watching paint dry, but with far more expensive consequences. For years, the US-China trade war has felt like a particularly stubborn schoolyard spat, only instead of scraped knees, we got disrupted supply chains and bruised company balance sheets. But now, a whisper of common sense seems to be drifting across the Pacific. The suggestion that tariffs might be reduced has pricked up the ears of investors everywhere, and frankly, I think it’s about time.

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

The High Price of Political Pride

When this whole tariff tit-for-tat kicked off, it was sold as a masterstroke of economic strategy. In reality, it was a bit like trying to fix a leaky tap with a sledgehammer. American farmers, who once saw China as a golden goose, suddenly found their products priced out of the market. Tech firms, the darlings of the global economy, were caught in a tangled mess of restrictions that made planning for the next quarter, let alone the next five years, a complete nightmare.

The damage wasn't theoretical. We saw agricultural exports to China fall off a cliff, and tech companies with heavy exposure to the region had to spend billions re-routing their supply chains. It was a costly, frustrating, and, to my mind, largely avoidable mess. The companies that were hit the hardest weren't just collateral damage, they were the primary casualties. And that, funnily enough, is precisely why they now look so interesting.

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

Sifting Through the Opportunities

So, where might one look for potential winners if this trade thaw actually materialises? The most obvious place to start is agriculture. China’s appetite for high-quality food isn't going anywhere, and American producers are perfectly placed to satisfy it once the political barriers are lowered. Think of companies that feed China, either directly or by equipping the farmers who do. The demand has been there all along, simmering under the surface of punitive tariffs.

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

View the full Basket:US China Tariff Cuts: Investment Plays for 2025

17 Handpicked stocks

Hey! We are Nemo.

Download the App

Scan the QR code to download the Nemo app and start investing on Nemo today

Invest Today on Nemo

The US-China Trade Thaw: Why These Stocks Could Soar in 2025

The US-China Trade Thaw: Why These Stocks Could Soar in 2025

Summary

Is a US-China Trade Truce on the Cards for Investors?

The High Price of Political Pride

Sifting Through the Opportunities

Summary

Is a US-China Trade Truce on the Cards for Investors?

The High Price of Political Pride

Sifting Through the Opportunities

A Word on Timing and Risk

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Market & Opportunity

Key Companies

Primary Risk Factors

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