And based on this potential scenario, think about the following...
Which sector has the greatest risk / impact? Which companies have all their earnings tied up in China sales? Which companies have risen sky high based on continued revenues coming from China? What companies would you go short in?
What happens in the event of an invasion. No more sales to that country. Bingo... house of cards. Pick the potential falling winners. I am already seeing one or two that might have the greatest impact on.
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