US weaponises all Tech regulation in China friction, EM Tech in the cross hairs

  • Trump's executive orders on TikTok and Tencent's WeChat weaponise regulation of all Tech (way beyond Huawei and ZTE)

  • 'Splinternet', fragmented standards, selective market access imply higher costs and risks for Tech multinationals

  • Will Tech (50% and 40% of MSCI EM and China equity indices, respectively) switch from an EM tailwind to headwind?
August 9th, 2020
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