Originally published November 23, 2018
As news of a potential US-China trade deal makes headlines, we believe the more important story is the potential for a “tech cold war.â€
The Trump administration has made it clear that it views China as a strategic technological competitor, and it may be aiming to stop China’s access to cutting-edge US technologies completely. This could transform the economic and investment landscape – lowering profit margins, inhibiting innovation and disrupting everything from mega-cap tech firms to small-scale suppliers.
In times like these, an active investment strategy based on fundamental research