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From Lenovo to Samsonite: this is how Morgan Stanley invests in China before the commercial truce



The commercial truce is closer than ever. China and the US are about to seal the long-awaited phase one agreement. They will do it in early January. The Asian giant again left another gesture of goodwill this Monday by lowering rates to 850 US products. And from Morgan Stanley they celebrate it by choosing the titles of the eastern country that can benefit most from this tariff peace.

29 are the actions indicated by the US investment bank to stand out above the rest thanks to the handshake between Trump Y Xi Jinping. Of all of them, half belong to the technology sector, precisely the most exposed to the commercial war. Another eight of them are from the retail and consumer sector.

"These are the two sectors most exposed to an escalation or not of events," says Morgan Stanley. In fact, more than 25% of its income comes from the US. These titles include the computer manufacturer, Lenovo, with a 31% turnover from the US.

Another one of them is Foxconn He owes 30% of his income. Is also AAC Technologies, one of the suppliers of Manzana, with 58% exposure to the country governed by Trump. Eye also with Samsonite, the luggage company, with 37% exposure and with Wh Group, the largest pig producer in the world, with 57%.

The other companies recommended by Morgan Stanley to benefit from the truce between the two largest economies in the world are: Nexteer Automotive Group, Ningbo Joyson Electronic, Zhongji Innolight, Sunwoda Electronic, Regina Miracle International, Crystal International Group, Alpha Group, Goodbaby International, Bestway Global Holding, Jiangsu Yangnong Chemical, Shandong Nanshan Aluminum, WuXi AppTec, WuXi Biologics Cayman, GigaDevice Semiconductor Beijing, SMIC, Jiangsu Changjiang Electronics Tech, Luxshare Precision Industry, GoerTek, Lens Technology, Shenzhen Sunway Communication, FIT Hon Teng, Universal Scientific, Legends Holdings and Cosco Shipping.

All of them are listed in Hong Kong, Shanghai or Shenzhen. Yes, Morgan Stanley subordinates his good stock-market performance to the signing of that phase one agreement between Beijing and Washington. The details of this agreement will also be key, according to the colossus of US investment. For example, one of the main pitfalls that has been separating both powers is the agreement on intellectual property.



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