Best Stocks if US and China Fix Trade

author：myandytime | date：2026-01-14 17:22 | hot ℃ |

The ongoing trade tensions between the United States and China have created a volatile market for investors. However, there is a glimmer of hope that a trade deal could be on the horizon. If the US and China manage to resolve their trade disputes, certain stocks could see significant gains. In this article, we'll explore some of the best stocks to watch if the US and China fix trade issues.

Technology Stocks

Technology stocks have been hit hard by the trade war, but they could be among the biggest winners if a deal is reached. Companies like Apple (AAPL) and Microsoft (MSFT) rely heavily on the Chinese market, and any easing of trade restrictions could lead to a surge in sales. Apple has already seen its iPhone sales decline in China, and a trade deal could reverse this trend.

Automotive Stocks

The automotive industry has also been impacted by the trade war, with companies like Ford (F) and General Motors (GM) facing increased tariffs on imported parts. A trade deal could lower these tariffs, making it more affordable for US automakers to produce vehicles in China. This could lead to increased sales and profits for these companies.

Consumer Goods Stocks

Consumer goods companies that rely on the Chinese market, such as Procter & Gamble (PG) and Coca-Cola (KO), could also benefit from a trade deal. These companies have seen their sales in China suffer due to the trade war, and a resolution could lead to a rebound in their business.

Agricultural Stocks

The agricultural sector has been particularly hard hit by the trade war, with US farmers facing reduced demand from China. Companies like Monsanto (MON) and Deere & Company (DE) could see a boost in sales if China resumes purchasing US agricultural products.

Case Study: Caterpillar Inc.

One notable example of a company that could benefit from a trade deal is Caterpillar Inc. (CAT). The company has seen its sales in China decline due to the trade war, and any easing of restrictions could lead to a significant increase in its business. In fact, Caterpillar has already expressed optimism about the potential for a trade deal, with its CEO noting that a resolution could lead to a 10% increase in the company's sales.

Conclusion

While the trade war has created uncertainty in the market, there is hope that a deal between the US and China could lead to significant gains for certain stocks. Technology, automotive, consumer goods, and agricultural stocks could all see substantial benefits if the trade disputes are resolved. Investors should keep a close eye on these sectors and consider adding them to their portfolios as the situation evolves.