Macro Monthly

Macro Monthly

The Dueling Threats to US, China Tech

See the latest issue

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