Short and Sharp: The Technology Cold War
With the U.S. intensifying its battle via restrictions on exports of technology to China, the trade war is increasingly showing signs of becoming a tech war. Broad market reaction to the latest developments has been surprisingly subdued. Maybe investors believe the impact will be isolated to just…
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Short and Sharp: I like China. (Seriously.)
My constructive view on China and, by association, emerging Asia, has been greeted with some skepticism. I can see why. After all, previous policy tightening aimed at curbing China’s excesses, coupled with the trade war, have weighed heavily on the Chinese economy, with real GDP growth weakening…
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