Particularly vulnerable are major US multinationals with a large presence in China like Boing (NYSE:BA), Caterpillar (NYSE:CAT), Coca-Cola (NYSE:KO), PepsiCo (NYSE:PEP), McDonalds (NYSE:MCD), Procter and Gamble (NYSE:PG), General Motors (NYSE:GM), Ford (NYSE:F), and Yum Brands (NYSE:YUM).

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Emerging market growth is good for companies like Caterpillar (CAT) and staple US names like Coca-Cola (KO).

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