Search this website. You can use fund codes to locate specific funds

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.