Chinese Industrials Set for Greater Earnings Risk From New U.S. Tariff -- Market Talk
Dow Jones
Oct 13
0317 GMT - Chinese industrial companies with heavy U.S. exposure but make or source their products in China likely face greater risk to their earnings, say Citi analysts in a note. The threat of an additional 100% tariff on Chinese imports applies only to those that directly export to the U.S. Companies that fall under this category include Zhejiang Dingli Machinery, Chervon and Stanley Black & Decker, they note. Chinese industrial stocks are likely to face higher volatility, but the movements should be less extreme than in 2Q after the initial U.S. reciprocal tariff announcement, they add. (megan.cheah@wsj.com)
(END) Dow Jones Newswires
October 12, 2025 23:17 ET (03:17 GMT)
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