China Exposure - Money Weekly Newsletter from alooola®

China Exposure

November 10, 2025

The technology sector has the highest revenue exposure to China (10.6%). Yet, some tech-oriented companies, such as Tesla and Apple, have significantly higher exposure, with 20.9% and 16.1% revenue exposure, respectively. ₁

Affordability continues to dampen potential young home buyers’ ability to make a purchase. The median age of first-time home buyers is now at an all-time high of 38 years old (up from 31 pre-pandemic). ₂

74% of Americans plan to use credit cards for holiday shopping this year—yet 31% of those who used credit cards for holiday purchases last year still haven’t paid off their balances. ₃

Stock market gains in Trump’s first and second terms are nearly identical— the S&P 500 was up ~14% through late October in both periods, with technology leading as the best performing sector and energy lagging as the worst performing sector. _*3

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alooola® is an SEC Registered Investment Adviser. Material presented is for informational purposes only, and is not meant to be advice to any individual. Talk with alooola® to see how this information may apply to you. Consider your current financial situation, tolerance for risk, and investment objectives before you invest funds in securities through alooola®. For a more complete explanation of the alooola® service, please visit www.alooola.com. Information presented, including past performance of various sectors, vehicles, and indices is not to be construed as a forecast or guarantee of future results. Actual results, performance, or events may differ materially from those expressed or implied herein, and all investments are subject to risk, including loss of principal.

Sources:

The Irrelevant Investor- "The Compound and Friends: What Did the Fed Actually Say?"
A Wealth of Common Sense - "Are Young People Screwed?"
MFS - "Beyond the News"

*Past performance is not indicative of future performance

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