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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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4 views
Since April, U.S.-China tensions have eased with the H20 chip ban lifted, a possible 90-day truce extension, and a potential Trump-Xi meeting helping to cap further escalation. Most of KWEB's holdings are focused on mainland China, with limited business exposure to U.S. tariffs. Gradual consumer recovery, economic stimulus from the PBOC, and early-stage AI monetization point to suggests the worst may be behind us.
