Tensions between the US and China have ratcheted higher lately as US President Donald Trump has made blaming China the centerpiece of his November reelection campaign. This has manifested into a range of threats and action from the US in recent weeks.
China has broadly responded with proportionate measures, though some actions taken recently have further inflamed the situation. Further escalation in tensions is possible as the election date nears. This could have implications for financial markets, so understanding the different dimensions of the tensions and the risks involved is important. Here we highlight five key areas investors need to watch over the coming months.