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11 handpicked stocks

US & China Slash Tariffs to Boost Trade

These carefully selected stocks could see growth as the US and China significantly lower trade tariffs. Our analysts have identified companies positioned to benefit from increased trade between the world's two largest economies.

Author avatar

Han Tan | Market Analyst

Published on May 3

About This Group of Stocks

1

Our Expert Thinking

This collection focuses on companies that stand to benefit from reduced trade tensions between the US and China. With tariffs dropping dramatically (US from 145% to 30%, China from 125% to 10%), these stocks could see improved business conditions and investor confidence.

2

What You Need to Know

This 90-day tariff reduction represents a temporary easing of trade tensions that could reduce market uncertainty. While the long-term outlook depends on whether a more conclusive deal is reached by August 2025, these selected companies may benefit from this trading window.

3

Why These Stocks

We've handpicked big-name US and Chinese stocks that rely heavily on cross-border business or have significant market presence in both countries. These companies are potentially positioned to capitalize on increased trade activity and improved business sentiment.

Why You'll Want to Watch These Stocks

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Global Trade Revival

As tariffs drop dramatically (US from 145% to 30%, China from 125% to 10%), these companies could see immediate benefits from reduced costs and increased business activity across borders.

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Market Momentum Opportunity

Markets have already started responding positively to the tariff cuts. Getting in now could position you to benefit if the 90-day window leads to a more permanent trade agreement.

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First-Mover Advantage

While many investors are still figuring out what these tariff cuts mean, you can get ahead by focusing on these carefully selected companies already positioned to benefit from US-China trade improvements.

Frequently Asked Questions