When you invest in Chinese stocks, the regulatory landscape in China and geopolitical tensions are going to be a big part of the story. Tariffs and export controls by the U.S. have been in play since Trump's first term and through former President Joe Biden's term, and have now ramped up even further in Trump's second term.

Chinese stocks tumbled in US trading on Monday, led by the biggest selloff in Alibaba Group Holding Ltd. since 2022, after President Donald Trump’s latest directive stirred fears about deepening financial and technological decoupling between the world’s two largest economies.

Wall Street ended higher on Friday after a choppy trading session, with Dell Technologies dipping and other tech stocks climbing after a meeting between the U.S. President Donald Trump and ...