Macro Monthly

Macro Monthly

The Dueling Threats to US, China Tech

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In this Macro Monthly, we explain why we believe investors are underestimating domestic policy support for Chinese tech as well as the policy risks to US tech.

Escalating US-China tensions as the November election nears are likely to foster volatility, with measures taken against Chinese technology a focal point.

Macro Monthly - August 2020 - PDF Download PDF


Zurück CONREN Newsletter | August 2020
Nächste Eine neue Hoffnung, Scheitern der Verhandlungen zum US-Konjunkturpaket, Probleme in der Türkei