According to experienced money managers in China, any decrease in Chinese stocks due to Donald Trump's tariffs on April 2 would present an opportunity to buy. They believe that the impact of the tariffs may not be as severe as anticipated, especially with China's advancements in artificial intelligence and a more business-friendly policy shift. This sentiment is shared by fund managers with decades of experience at Shenzhen Zhengyuan Investment Co. and Granford (Beijing) Capital Management Co.

These managers view the fear of missing out on a potential China rebound as balancing concerns about an escalating trade conflict. They also suggest that Chinese markets could emerge as an attractive investment option as investors reconsider the dominance of the US market.

In the event of a market pullback, fund managers like Zhuang Jiapeng from Shenzhen JM Capital plan to increase their positions. They argue that history shows that US tariffs and sanctions have limited impact in the long run. The Hang Seng China Enterprises Index has been performing well, rising 21% this year on optimism surrounding China's technological capabilities.

Despite uncertainties about the targets of Trump's tariffs, some managers view tariff-related news as short-term disruptions in what they hope will be a sustained bull market. Private funds, catering to investors committing at least 1 million yuan ($137,850), have more flexibility in positioning compared to mutual funds. While these funds may have smaller asset sizes, their nimbleness has allowed them to outperform mutual funds in the past.