Tan and Wang note that the difference is that a Trump administration is likely to implement more tariffs and increase the number of entities on the banned entities and, or banned securities list at a faster pace.
Lorraine Tan, director of equity research at Morningstar, and Kai Wang, senior equity analyst at Morningstar expect increasing measures to control China’s manufacturing dominance regardless of the outcome of the US presidential elections.
“A victory by either President Trump or Vice President Kamala Harris is unlikely to change the direction of US policy towards China,” Tan and Wang note.
