- 
UNH has nothing to do with China-US trade war because all of its business is in US.
- Companies which will get hurt by China - US tensions would be MNCs ( multi national companies) , Chips related companies, Retail like clothing, beauty products and some healthcare which get raw materials from the china for drug.
- Insurance related companies should do well amidst this macro development.
-UNH selling on china related trade war is so stupid and I believe it's algorithmic selling but once institutional investors and fund managers come back to senses.
- They should consider parking money inUNH for safe compounding amidst this new macro shenanigan.
-UNH is still undervalued, defensive & doesn't have any exposure to US-china trade wars.
-UNH is increasing rates for premium starting 2026 that's one more big tailwind.
UNH has nothing to do with China-US trade war because all of its business is in US.- Companies which will get hurt by China - US tensions would be MNCs ( multi national companies) , Chips related companies, Retail like clothing, beauty products and some healthcare which get raw materials from the china for drug.
- Insurance related companies should do well amidst this macro development.
-
UNH selling on china related trade war is so stupid and I believe it's algorithmic selling but once institutional investors and fund managers come back to senses.- They should consider parking money in
UNH for safe compounding amidst this new macro shenanigan. -
UNH is still undervalued, defensive & doesn't have any exposure to US-china trade wars.-
UNH is increasing rates for premium starting 2026 that's one more big tailwind.
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