A Nasdaq employee monitors market activity on September 4, 2018, in New York. Amazon became the second publicly traded company to be worth US$1 trillion, hot on the heels of Apple. However, investors’ heavy exposure to the tech sector might pose problems as the US-China conflict intensifies. Photo: AP
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

Why the US-China tech war spells bigger trouble for investors than the conflict over trade

  • With many investors overweight on the sector, which has fuelled the decade-long stock market rally, Trump’s focus on technology in his battle with China could hit portfolios hard. However, a sell-off may be what is needed to ease tensions

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A Nasdaq employee monitors market activity on September 4, 2018, in New York. Amazon became the second publicly traded company to be worth US$1 trillion, hot on the heels of Apple. However, investors’ heavy exposure to the tech sector might pose problems as the US-China conflict intensifies. Photo: AP
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.