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Podcast
35 min listen
The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
Article
8 min read
How blockchain will revolutionise the financial system
Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin and other digital assets continues to grow in importance
Blog
5 min read
The end of the journey to the West: Chinese tech firms come home
The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.
Blog
4 min read
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Blog
3 min read
A troubled marriage to tech
Investors are married to the tech story whether they like it or not
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