US mega tech only gets stronger from mediating the China - US technology fight.
Chinese bonds are going to drive capital flows to China - a win in the beginning.
Privacy and data issues are going to become even more seriously regulated because of the China affair. Www.macroesg.com @macroesg

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US mega tech only gets stronger from mediating the China - US technology fight. Chinese bonds are going to drive capital flows to China - a win in the beginning. Privacy and data issues are going to become even more seriously regulated because of the China affair. Www.macroesg.com @macroesg --- Send in a voice message: https://anchor.fm/macro-esg/message

Is U.S. Mega Tech the Détente Bridge to Chinese Tech?

We analyze the risks of markets, politics, and technology for a sustainable future. 

We generate actionable ideas with clear risk reward and position size.

We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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Is U.S. Mega Tech the Détente Bridge to Chinese Tech?

Is U.S. Mega Tech the Détente Bridge to Chinese Tech?