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A consensus is forming on Wall Street the U. Goldman Sachs' answer is companies with big domestic sales, or those with little to none exposure to China tariffs. It is based on the geographical breakdown of sales reported by firms in their K filings. The chart above highlights a select few names from the basket.
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Investors can hide out in domestic stocks from the China trade war

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Expert insights, analysis and smart data help you cut through the noise to spot trends, risks and opportunities. Sign in. Accessibility help Skip to navigation Skip to content Skip to footer. Become an FT subscriber to read: CNBC clash of the titans: Kernen vs Sorkin Leverage our market expertise Expert insights, analysis and smart data help you cut through the noise to spot trends, risks and opportunities. Join over , Finance professionals who already subscribe to the FT. Choose your subscription. Digital Be informed with the essential news and opinion.
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Op-ed: The U.S.-China clash has entered perilous new territory

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The escalating confrontation between the United States and China is so perilous because the world's two largest economies — and the two defining countries of their times — are navigating uncharted terrain. Secretary of State Mike Pompeo's landmark speech at the Nixon library on Thursday marked the most robust call-to-action yet against the Chinese Communist Party. It's tempting to brand this a hotter phase of a new Cold War, as this column did just last week. However, that language understates the historic novelty of what's unfolding and its epochal enormity. It's a unique moment because the United States since its rise to global power has never confronted such a potent peer competitor across so many realms: political, economic, technological, military and even societal.
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