US-China relations are getting so bad that there is reason to worry that anti-China sentiment could make doing business with China like doing business with Russia, which would lead US-China trade to collapse. This would have similarly damaging economic consequences, though many times larger, severely hurting supply chains and trade. That would at a minimum cause severe economic consequences for the US, China, and the world and at a maximum could lead to military war.
Dette hører hjemme i bear tråden. Finnes omtrent ikke noe mer bearish enn dette. Driver du et selskap som er avhengig av Kina-produkter, råvarer eller deler, så er du i risikosonen.