Why it might be time to sell two of the world’s most recognizable names

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Why it might be time to sell two of the world’s most recognizable names
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'China accounts for about 20% of revenues for both companies, and I think what people need to be thinking about right now is potentially managing risk on these positions by potentially trimming.'

“ ‘China accounts for about 20% of revenues for both companies, and I think what people need to be thinking about right now is potentially managing risk on these positions by potentially trimming.’ ”

The already fractious relations between the two world powers were dealt another blow this week when the U.S. ordered China to close its consulate in Houston to protect American intellectual property. China, for its part, said it would retaliate.

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