The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg
The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg
Aidan Yao
Opinion

Opinion

Macroscope by Aidan Yao

China’s role in global supply chains will change, but probably not overnight

  • China’s PPE and tech industries are likely to be hardest hit by supply chain reconfiguration, given the West’s growing wariness of security risks. However, Beijing can slow the tide of manufacturing moving out

The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg
The Huawei logo is displayed on an iPhone. Huawei is just one Chinese firm caught in the crossfire of escalating US-China confrontations. Photo: Bloomberg
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Aidan Yao

Aidan Yao

Aidan Yao is senior emerging Asia economist at AXA Investment Managers. Prior to joining AXA IM, he was a senior financial market analyst at the Hong Kong Monetary Authority for two years. He started his career at the Reserve Bank of New Zealand in 2007, serving as an economist and later senior financial market analyst until late 2011. He holds a master degree in finance (2006) and a bachelor degree in economics and finance (2005) from the University of Otago (NZ). He is also a chartered financial analyst.