Sea foam of breaking ocean waves accumulates on the shores…
Trade tensions between the US and China build up and roil the markets before breaking on the beach of awkward and temporary compromises, leaving behind a skeleton of unresolved issues
US business is obviously benefitting from access to China’s vast market, and interconnected supply chains, relying on the expertise of the contract manufacturers, supplying the technologies the world has come to expect from ‘made in China’ and turning the country into an export powerhouse
Our selection of companies has in common a deep commitment to China, either as supplier of technology or as exporter to US (and world-) markets
Conflicted interest will not be settled easily, and may never be… A fact the companies will confront in the not-so-distant future
