• KEMET shares have fallen 40% from the top set in July. Apparently, investors are bracing for serious trade trouble.
• The company’s exposure to US tariffs on Chinese imports seems manageable, as some tariffs can be passed on and production can shift to other locations.
• Less certain are the effects of possible Chinese retaliation, especially if US-Chinese relations break down completely.

Source: KEMET Corporation Is Falling Off A Cliff – KEMET Corp. (NYSE:KEM) | Seeking Alpha