The stocks most dependent on China are doing great despite the worsening trade war. Here's why that could continue even as tariffs rise.

· UBS equity strategist Francois Trahan says stocks that get at least 5% of their revenue from China are outperforming shares of companies that are less linked to China. · Trahan says interest rates in China are falling, and there are signs its economy is poised to get stronger while ...

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