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6 February 2025
Trading Post is overweight Dutch, Taiwanese, Japanese, and Korean companies in the semiconductor, steel, aluminium, and AI hardware sectors. For bold investors, undervalued Chinese tech stocks also present an opportunity. Expect FDI flows to the US to rise as the Trump unleashes a deregulatory wave and foreign companies relocate. China is still attractive for two reasons. First, because knowledge spillovers cannot be contained. Second, Beijing’s determination to attract foreign investors.
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