The $3.5 Trillion Tech Cold War Fallout

Podzept and Behind the Headlines with Jim Reid - Deutsche Bank Research - A podcast by Deutsche Bank Research - Thursdays

Categories:

The US-China Tech Cold War remains one of the biggest tail risks of the current market rally. We have conducted a top-down analysis to quantify the impact of a complete decoupling. Our study on stock price correlations with the DB Tech Cold War Index yields a surprising and counter-intuitive finding, Semiconductors. Listen to a new podcast with Apjit Walia Tech Strategist and Matthew Barnard, Head of Company Research US.