# Yangtze Power

The End of 'Vibe' Investing: Trump’s Rhetoric and the Pivot to Hard Realities in China’s Markets

Donald Trump’s rhetorical volatility is dismantling traditional market expectations, forcing Chinese investors to pivot from narrative-driven growth to hard earnings and cash-flow resilience. As geopolitical noise shatters predictable pricing models, the focus has shifted toward companies with proven business cycles and away from speculative technology sectors.