$UNH has nothing to do with China-US trade war.

- UNH has nothing to do with China-US trade war because all of its business is in US.

- Companies which will get hurt by China - US tensions would be MNCs ( multi national companies) , Chips related companies, Retail like clothing, beauty products and some healthcare which get raw materials from the china for drug.

- Insurance related companies should do well amidst this macro development.
- UNH selling on china related trade war is so stupid and I believe it's algorithmic selling but once institutional investors and fund managers come back to senses.

- They should consider parking money in UNH for safe compounding amidst this new macro shenanigan.

- UNH is still undervalued, defensive & doesn't have any exposure to US-china trade wars.
- UNH is increasing rates for premium starting 2026 that's one more big tailwind.