A trade deal between China and the U.S. would be welcome news for several companies buffeted by the trade war and the weak Chinese economy.
Barron’s recently selected five stocks that would probably soar in the wake of a deal.
All of the stocks have underperformed the market year to date and that have larger-than-average exposure to the Middle Kingdom, Barron’s explained.
Barron’s five stock picks:
- DuPont (DD)
- Tesla (TSLA)
- Caterpillar (CAT)
- A.O. Smith (AOS)
- Nike (NKE)
“In addition, many tech companies, including Intel (INTC) and Broadcom (AVGO), do a lot of business in China and are significantly impacted by the trade war,” Barron’s explained.
“Yet the sector may not react as positively to a trade agreement because of the continuing battle over Huawei Technologies, which was blacklisted by the Trump administration in May,” Barron’s said.
“Trade has been a big issue for investors in 2019. A trade deal with China would be a welcome boost to sentiment and, in the best case, stimulate demand in the world’s second-largest economy, helping not only these five stocks, but all others,” Barron’s said.
For his part, U.S. President Donald Trump on Friday said he hoped for productive talks with Chinese President Xi Jinping on a trade war that is casting a shadow on global growth, but said he had not made any promises about a reprieve from escalating tariffs.
The trade feud and signs of a global slowdown have loomed over a two-day Group of 20 (G20) summit in the Japanese city of Osaka, where Trump and Xi met in passing and prepared for one-on-one talks on Saturday, Reuters reported.
To lay the groundwork, Chinese Vice Premier Liu He met Trump’s treasury secretary, Steven Mnuchin, and Trade Representative Robert Lighthizer at the hotel where the U.S. delegation was staying, a source familiar with the talks said.
Expectations have dimmed that the world’s two biggest economies can ease tension when Trump and Xi meet.
“At a minimum it will be productive. We’ll see what happens and what comes out of it,” Trump told reporters after a series of meetings with leaders where he made clear that his priority was two-way trade deals to boost the U.S. economy.
Asked, however, if he had promised Xi a six-month reprieve on imposing new tariffs on a $300 billion list of Chinese imports, Trump said: “No.”
Trump has already imposed tariffs on $250 billion of Chinese imports and is threatening to extend those to another $300 billion of goods, effectively everything China exports to the United States. China has retaliated with tariffs on U.S. imports.
© 2026 Newsmax Finance. All rights reserved.