Dialogue over disruption: Trump and Xi reinforce a path of stability

Janus Henderson’s Victoria Mio examines how the latest Trump-Xi meeting may reduce geopolitical uncertainty and improve the investment backdrop for Chinese equities.

• The two sides extended their trade truce, maintained dialogue and agreed to continue discussions on AI, rare earths and market access.
• Economic interdependence in energy, critical minerals and technology continues to encourage restraint despite ongoing strategic competition.
• Janus Henderson sees selective opportunities in China’s new growth drivers, including AI, semiconductors, electric vehicles and biotechnology.

Explore the full report to assess how greater geopolitical stability could influence Chinese equity risk premiums and sector opportunities.