FYI: Exchange-traded fund investors are shaking up their portfolios to prepare for any fallout from the trade skirmish between the U.S. and China.
There’s been a rush into domestically oriented small-cap shares, and out of funds that hold Chinese technology companies. Industrial stocks, often seen as a trade barometer, have also been under the knife. And even when it comes to the broader S&P 500 Index, short bets are rising toward the highest levels of the year.
Regards,
Ted
https://www.fa-mag.com/news/china-tech-shunned--s-p-500-shorted-as-etf-investors-play-trade-44959.html?print