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Is China falling apart? Nothing could be further from the truth—and wait until you see which stocks are poised to triumph.

The start of a potential currency war might be exceedingly deflationary (especially in third-world countries), but U.S. investors should be cheering.

With stronger Chinese exports, prices in the United States will fall accordingly. If the Federal Reserve follows its mandate of 2% inflation, the central bank can lift interest rates in September, or perhaps anytime soon… but how can this happen when prices are falling?

Short answer: it can’t.

A delayed rate increase will be very bullish for U.S. stocks. There will be distinct winners in a world where China works to reassert its trade-leader status. These winners will likely outperform the rest of the market and do so for the foreseeable future.

Here are the three to consider buying:

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