Too early to call the outcome of US/China trade negotiations

Last week Fathom’s proprietary China Exposure Index (CEI) reached its highest level since the US presidential election. The index is a gauge of the relative share price performance of US-listed firms that have significant exposure to China. The pick-up last week seems to be due to comments from Alibaba founder Jack Ma, who wants to sell more US-made products in China, and to well-received results from one of the CEI’s major constituents; the announcement of a trade deal between the US and China, which contained very little that was new or substantive, had almost no impact. The bigger picture is
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Chart of the WeekCharts & Tables
May 15, 2017
posted by Fathom Consulting