Insights - technology

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Get ready for the super-charging of US-China decoupling

21 Apr 2022 - Grace Fan

Nearly two months into the Russia-Ukraine war, US policymakers – troubled by Beijing’s pro-Kremlin rhetoric – are forging ahead with robust plans to accelerate US-China decoupling. Of the five major decoupling pathways.

#Equities #China #Technology #Decarbonomics

Chip Famine and the new OPEC

19 Feb 2021 - Rory Green

Surging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.

#Trade War #China #Technology #OPEC #Semiconductors #Geopolitics

Chaotic election but clear market reactions to come

23 Oct 2020 - Marcus Chenevix

Amid a once-in-a-century pandemic, with new Covid cases surging to a third US peak, the Biden campaign has entered the final stretch of the presidential election with tailwinds at its back and a war chest flush with.

#Trade War #Technology #US Economy #Energy #US Election #ESG

Tech selloff may soon be over – but for how long?

10 Sep 2020 - Andrea Cicione

Bubble behaviour is clearly visible in the marketplace… Calling the top of a bubble is as hard as winning the lottery. The signs of the mature stage of bubble formation are becoming increasingly evident – leveraged risk.

#Equities #Technology

US-China warpaths converge on tech

14 Aug 2020 - Christopher Granville

It is no accident that the escalation has concentrated on tech, while financial sector measures have remained relatively restrained for now. All the various strands and sources of US reactions to the rise of China now.

#China #Technology #US Economy

Bubbles, Covid-19 and digital disruption

07 Aug 2020 - Dario Perkins

Arguments about a bubble in equities continue, with US tech at the center of the dispute. Some are drawing comparisons with Dotcom in the 1990s. Yet the economic risks are greater this time. Big tech companies provide.

#Equities #Technology #Bubble

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