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Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!

Read Answer Asked by Wayne on May 19, 2020
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