China! Just the word stirs strong American emotions. For years many have seen its giant manufacturing engine as a threat to U.S. jobs, plus the Chinese Communist Party’s new five-year plan to turbocharge its Tech sector further fuels those fears. Others see China’s rise as threatening a new cold war, with its Hong Kong crackdown signaling more aggressive tactics. Telling you how to think about these and many other Chinese sociopolitical issues is beyond me. But for investors, it is critical to understand that stocks don’t view China—or any country—through a sociopolitical lens. Follow their lead and you’ll see how China adds fuel to the global bull market—and proves normalcy can return post-pandemic.
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