Trump Targets China's Backdoors—Vietnam And Mexico ETFs Could Pay The Price
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 22 2025
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Source: Benzinga
Impact of Trump's Tariff Strategy: President Trump's crackdown on transshipments, aimed at limiting China's ability to bypass tariffs through third countries like Vietnam and Mexico, could jeopardize 70% of China's exports to the U.S. and significantly affect economies reliant on this diversion.
Risks for ETF Investors: ETFs such as the VanEck Vietnam ETF and iShares MSCI Mexico ETF may face volatility and compliance challenges due to potential new tariffs, while broader emerging market funds are also at risk given their exposure to these affected economies.
Analyst Views on EEM
Wall Street analysts forecast EEM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EEM is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 58.260
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Current: 58.260
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About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








