Since the onset of the Covid-19 pandemic, U.S. and China relations have gotten increasingly worse. Though both nations cannot risk going into conventional warfare, another cold war has arguably already started - and the winner will be the nation with the better technology. Most recently, the U.S. executive order action to ban high-tech investments, such as semiconductors and quantum computing, from reaching Chinese companies has further exacerbated tensions.
At the same time, there have been bipartisan efforts in Congress to rejuvenate the manufacturing industry in the U.S., creating a secular tailwind for domestic manufacturers. To help investors capitalize on this geopolitical trend, here's a look at two U.S.-based manufacturers who are poised to benefit from rising competition with China.
