Until recently, close business relations with China were considered a blemish - investors punished such shares with discounts. But now the narrative has changed abruptly: Following the agreement in the trade dispute with the USA, China is suddenly being seen as an opportunity again.
"Welt" has analyzed data from the US investment bank Goldman Sachs analyzed. Goldman has compiled several indices that are heavily influenced by the China issue and which show how much of a discount the values still have.
Some European tech stocks with high China business are also identified as potential winners.
Some examples:
$ASM (+0,32%) - ASM International | Potential +27%
$ASML (+0,78%) - ASML +16%
$SHL (-1,6%) - Siemens Healthineers +26%
$MC (-2,61%) - LVMH +15%
$ADS (-0,07%) - Adidas +19%
Source: Welt, 13.05.25 (excerpt)
