Macro

Brief Macro: Global Tech Breakup and more

In this briefing:

  1. Global Tech Breakup

1. Global Tech Breakup

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By Eleanor Olcott, China Policy Analyst at TS Lombard

  • Washington’s political drive to block Chinese access to US high-end tech is creating uncertainty in the industry
  • The immediate effect is the redirection of Chinese VC money away from the US to Asian and European rivals
  • The long-term trend is of  two rival centres of technology production- one focused on Shenzhen, the other on Silicon Valley

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