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Banning Huawei: an act of economic war

As long-term investors in Chinese companies, we ask ourselves: is the US's blacklisting of Huawei a tactic in ongoing trade tensions, or a move instigating an economic war?

In this issue of Gemologist, we aim to understand the impact that a protracted economic war between the world's incumbent and rising powers will have on our holdings and emerging-market technology companies more broadly, and the economic and political systems they operate in. 

More Insights

US v China: the real agenda behind the trade war
China’s emergence on the global stage poses a genuine threat to future US dominance
Modi’s victory: a mandate for further Indian economic reform
As Narendra Modi wins a second term, we assess India's economic progress under his leadership and what work remains.
Still made in China?
Will China dilute or disguise its ‘Made in China 2025’ initiative to end the trade war?