November 10, 2025 Investor Insights
China Exposure
November 10, 2025
Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions.
- The technology sector has the highest revenue exposure to China (10.6%). Yet, some tech-oriented companies, such as Tesla and Apple, have significantly higher exposure, with 20.9% and 16.1% revenue exposure, respectively. 1
- Affordability continues to dampen potential young home buyers’ ability to make a purchase. The median age of first-time home buyers is now at an all-time high of 38 years old (up from 31 pre-pandemic). 2
- 74% of Americans plan to use credit cards for holiday shopping this year—yet 31% of those who used credit cards for holiday purchases last year still haven’t paid off their balances. 3
- Stock market gains in Trump’s first and second terms are nearly identical— the S&P 500 was up ~14% through late October in both periods, with technology leading as the best performing sector and energy lagging as the worst performing sector. *3
Sources:
- The Irrelevant Investor- "The Compound and Friends: What Did the Fed Actually Say?"
- A Wealth of Common Sense - "Are Young People Screwed?"
- MFS - "Beyond the News"
*Past performance is not indicative of future performance
Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter.
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