If… and a big IF… China invades Taiwan, what stocks should one be dumping?

I imagine there would be a new tax on everything made in China, that will eventually be passed on to Americans and the rest of the world because the Chinese will increase the price on all their products to offset the costs of any taxes. Or, worst case scenario, a ban on all things made in China. Amazon tanks. Wal-Mart tanks. The markets would be even more fucked than they are right now.