3 Big Structural Forces To Watch: Tech Cold War, Diesel Car Collapse, Liquidity Illusion.

I recently gave a speech on 3 key themes many investors are neglecting . Here’s the summary:

1)      US-China tech cold war. The essence is that the US establishment led by the US Department Of Defense (DoD) has deemed China’s tech development as a national security issue. The view has been publically articulated by US Vice President Mike Pence in his  Hudson Institute speech last October, where he talked about “using stolen technology, the Chinese Communist Party is turning plowshares into swords on a massive scale”. Meanwhile, the DoD’s venture capital unit, the DIUx, has described in a white paper that a key dimension of China’s technology transfer strategy is to invest in US start-ups, which had to be curtailed. On top of all of this, Congress has taken an increasingly hawkish stance to China.

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