Navigating Trade and Tech: Implications for Investment

This chapter explores the complexities of U.S.-China trade talks, focusing on the implications of restrictions on Huawei and China's tech competitiveness. It examines the impacts of chip export controls, the volatility of Chinese stocks, and the shifting landscape for companies like Apple and NVIDIA amidst these negotiations. Additionally, the conversation touches on the role of artificial intelligence in shaping the future of tech investments and the challenges facing the development of autonomous vehicle services.