US companies with high China exposure face more risks

Given the increased scrutiny and potential risks associated with high exposure to China, investors might consider reducing their positions in companies like Tesla, which has faced criticism over its operations in sensitive regions. The ongoing geopolitical tension could negatively impact its operations and reputation.

Companies like Ford that have announced plans to reduce their investment exposure in China may be viewed more favorably by investors concerned about geopolitical risks. This proactive approach could potentially lead to a more stable investment outlook compared to its peers with high exposure.

Coca-Cola has opted to maintain its operations in the volatile Chinese market despite rising risks, which could lead to investor wariness. Continued exposure in a tense geopolitical climate could weigh negatively on its stock performance.

Apple, being heavily invested in China, might face increased pressure from regulators and investors alike, especially if geopolitical tensions escalate further. This could have a deteriorating effect on its share price.

Carrier, like Ford, may have positive investor outlooks if they can effectively manage and mitigate their Chinese market exposure, especially given current market sentiments.