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The $3.5 Trillion Tech Cold War Fallout

July 28, 2020
The US-China Tech Cold War remains one of the biggest tail risks of the current market rally. We have conducted a top-down analysis to quantify the impact of a complete decoupling. Our study on stock price correlations with the DB Tech Cold War Index yields a surprising and counter-intuitive finding, Semiconductors. Listen to a new podcast with Apjit Walia Tech Strategist and Matthew Barnard, Head of Company Research US. [more]

More documents from Matthew Barnard

32 (13-24)
March 24, 2020
14
The world economy has, to all intents and purposes, ground to a halt with widespread social distancing and lock-down measures resulting in the closure of restaurants, retail, travel, sporting events and many other business. The impact on local and global growth is unlike any other period in the past as governments come up with economic rescue packages underwritten by central bank easing. [more]
23.1.3