Strategy Note /
China

China Tech bends the knee

  • Why the crackdown? China is co-opting Big Tech because, unrestricted, it threatens control of policy and society

  • Is China Tech cheap enough? There is a juicy discount to US Tech if US regulation, over time, follows China's path

  • EM alternatives to China? Korea-Taiwan Tech, India, Brazil-Russia-Saudi-SA Commodities, Frontier have big risks too

China Tech bends the knee
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
28 July 2021
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