Steve Hou: China stock market dips 1% versus 4% S&P 500 drop after Strait of Hormuz closure

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14.03.2026

Steve Hou: China stock market dips 1% versus 4% S&P 500 drop after Strait of Hormuz closure — China stocks fall less than U.S.

China's stock market has seen only about a 1% decline since the start of the invasion, despite the country being a significant importer of Iranian oil and theoretically vulnerable to the Strait of Hormuz closure. Steve Hou points out that this drop is relatively modest, especially when compared to the roughly 4% slide in the S&P 500 over the same period.

Hou highlights the disparity in market performance between China and the U.S., raising questions about the perceived impact of energy risks on Chinese equities.

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Hou’s observations on the restrained reaction of Chinese equities also bring to mind his prior assessment that claims of persistent underperformance following expensive S&P 500 additions may be overstated by market participants. His continued scrutiny of divergences in market sentiment, as highlighted during the recent turmoil, is consistent with his past analysis of large-cap stocks such as AMZN and its appeal amid Berkshire Hathaway’s tech strategy, underscoring the nuanced drivers behind investor confidence during periods of heightened geopolitical risk.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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