Recent trade tensions and tariff fears have battered certain U.S. and Chinese stocks in 2025. Investors grew wary as escalating trade rhetoric and steep tariffs threatened corporate profits and global supply chains.
But the U.S. and China recently signed a deal to pause their tariff war and significantly reduce existing levies against each other. U.S. tariffs on Chinese goods have dropped from 145% to 30%, and China has lowered its tariffs on U.S. goods to 10% from 125%. Now, analysts believe select stocks could be poised for a strong rebound. The tariff pause is in place for 90 days to allow the two countries to hopefully reach a more permanent trade deal.
