With Donald Trump set to reenter the White House in January, we're expecting lots of tough talk and possible tough action aimed at China if his rhetoric is any indication. That's sure to result in increased volatility for the companies in our portfolio exposed to China, the world's second-largest economy. But that only works if the tough talk weighs more on the stock prices than it does on the actual businesses those stocks represent.
President Donald Trump meets with China's President Xi Jinping at the start of their bilateral meeting at the G20 leaders summit in Osaka, Japan, June 29, 2019.set to reenter the White House in January, we're expecting lots of tough talk and possible tough action aimed at China if his rhetoric is any indication. That's sure to result in increased volatility for the companies in our portfolio exposed to China, the world's second-largest economy.