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This presidential election is all about showing who can be harder on China.

Another interesting article on the Chinese tariffs and there affects on the market. Some interesting exerpts.

Good for Japanese Automobiles?

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Semiconductor Benefit? 

USA only imports ~$3b worth of semiconductors from China each year anyways (see below) but no doubt this is still positive:

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It also appears Europe is moving in suit with the USA? It seems like global markets are moving to more protectionist policies...

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On India?

Another interesting article regarding India, and some interesting excerpts:

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EDIT:

I am additionally hoping we see the Japanese Central Bank move to a more standard banking system, negative interest rates failed, it failed in the EU and it has failed in Japan. There is also no way the YEN strengthens while there is such a large disparity in rates.

Anyways... I haven't opened any positions yet. But HJPN or IJP is the broad exposure I will likely take. Won't speculate much further then that in Japan.