Hedge funds are watching growing U.S.-Chinese geopolitical tensions and have spotted ways to trade them.
, is another option, said NWI Management's managing director of global macro research Tara Hariharan.
If tensions were resolved, being caught with a negative view on Chinese stocks would not be beneficial, and therefore she would not short Chinese AI firms but invest in U.S. ones instead.3/ PERENNIAL VALUE MANAGEMENT* Key trade: Commodities, buy shares of graphite companies or of those taking physical graphite shipments
Supply disruption would devastate battery production globally until alternative manufacturing centres were established, Berridge said, adding buying shares of graphite firms or those firms involved in graphite shipment could be one way to trade geopolitical tensions. "You would need to get the timing right. Because at the moment, markets are still living off of the reopening in China," Hume said."The catalyst for the trade could be a renewal of concerns over China lending support to Russia in its war against Ukraine or any new potential worries over the situation in Taiwan," said Hume.HSI v HSI Volatility index*Founded in 2020Jimmy Lim, chief investment officer of Modular Asset Management, said higher U.
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