By Chinese markets suffered their most brutal selloff in three years as Trump’s proposed 60% tariffs on Chinese goods sent shockwaves through Asian trading floors.
Investor Pain Points:
- Biggest Losers:
- Tech (Tencent -7%, Alibaba -6%)
- EVs (BYD -9%, NIO -12%)
- Semiconductors (SMIC -12%)
- Foreign Exodus:
- $4.2B in offshore outflows (single-day record)
- Hedge funds dumping China ADRs
- Short interest spikes 35%
Market Psychology:
“Investors are pricing in a worst-case scenario where 25% of Chinese exports become unviable,” said UBS Asia strategist.