Tariffs matter, not anti trump really don't care who is in charge in the US, just pro trade and current crop of rebulicans are anti trade which hurts the companies connected and who can profit in China and that includes BAL. Sales are down because Chinese consumers are being cautious that's all there is to it. Inflation rises because tariffs push prices upward and then the FED acts by increasing interest rates to combat this. All interconnected. I don't give 2 hoots about politics only trade.
BAL Price at posting:
$7.31 Sentiment: Buy Disclosure: Held