Investors should get ready for a post-recession bull run
FTAdviser Podcast
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The Threat of Geopolitical Tensions and Regulation on Big Tech
The number one area where we're going to see it really impact these companies is their inability to do M&A and buy companies that will sort of give them greater exposure. On the geopolitical side, I think, you know, we've already seen it in the internet,. And there are domestic champions already in China, like Ali Barbar and Tencent and Baidu. But you're just going to see that sort of de-globalization and localization of many supply chains, including technology and some of the key technologies as well.
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