The US is now employing a two-pronged strategy in its war against Chinese telecom giants Huawei and ZTE. This approach increases the risk that China will step in to defend its companies. Even under the most optimistic scenario, we are already on course for a decoupling of US/China tech, and the global telecom sector is caught in the line of fire.
To read this Market Insight, you’ll need to sign in
If you don’t have a subscription, get in touch for a free trial.
