The rolling back of tariffs has coincided with a recovery in big tech in the US and China. Their dual rally is something new since Donald Trump returned to the White House. We think there’s a good chance it will continue, despite the US administration’s desire to restrict China’s access to its cutting edge technology.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services