Blogs - tech

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Trade and tech risks still not priced in

Trade and tech risks still not priced in

28 May 2019 - Jon Harrison

In his lead article from EM Watch of 28 May, Jon Harrison argues that neither trade nor tech risk are still correctly priced in despite the chaos of the US-China trade negotiations.

#China #EM Watch #Emerging Markets #Jon Harrison #PMI #Tariff #Tech #Trade War #US Technology #Xi Jinping

Chipping away at technology

Chipping away at technology

24 May 2019 - Eleanor Olcott

Eleanor Olcott has gone into the fine detail of Chinese and US protectionist legislation.

#5G #Eleanor Olcott #Huawei #Tech #Technology #Trade War

Global tech breakup

Global tech breakup

20 Feb 2019 - Eleanor Olcott

Tech firms in Shenzhen and Silicon Valley will be profoundly affected by two pieces of legislation that passed through Congress last year, known by their acronyms as ECRA and FIRRMA.

#China #Eleanor Olcott #Tech

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