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Jul 07 2018

Trade-War Thematic Group

  • Jul 7, 2018

Trade wars or trade tensions, quietly started in 2017, hadn’t captured the market’s attention until early March this year—as demonstrated through a review of internet keyword search data of “Trade War” and “Tariff.” We present our Trade War thematic group which captures U.S. companies that could suffer the most from a trade war between the Trump administration and the rest of the world.

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About The Author

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager