Investment Strategists Say Pelosi Trip Will Have Global Market Impact

A pedestrian walks along an elevated walkway and an electronic ticker displaying stock figures are reflected in a pane of glass in Pudong's Lujiazui Financial District in Shanghai

(Bloomberg) — The immediate market impact of Nancy Pelosi’s visit to Taiwan may be fading, but it has left fund managers rethinking how to navigate the fraying relations between the world’s two largest economies.

From an accelerated U.S.-China decoupling to an additional pressure point for fragile supply chains or speculation over whether Beijing might weaponize its vast holding of American Treasury securities, investors have been outlining how the U.S. speaker of the House’s trip may have a long-term market impact.