The rivalry between the US and China is heating up, moving beyond tariffs
into tech bans, investment restrictions, and military tensions. Here’s
what you need to know:
🔹 Tech War Intensifies – The US tightens chip export controls, while China pushes for self-sufficiency in semiconductors.
🔹 Investment Crackdown – Washington restricts US investments in Chinese AI, quantum computing, and more.
🔹 Military Posturing – Close encounters in the South China Sea raise risks of accidental conflict.
🔹 Economic Decoupling – Companies diversify supply chains, but full separation remains costly.
Market Impact?
Volatility in tech stocks (NASDAQ, HKEX)
Bitcoin & gold may see safe-haven flows
Supply chain shifts benefit Vietnam, India, Mexico
What’s Next?
De-escalation looks unlikely before the US election. Long-term, expect more fragmentation in trade, tech, and finance.
How are you positioning? Bullish on crypto as a neutral asset? Loading up on defensive stocks? Share your thoughts! 👇
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