China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street

China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street

China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street One of our emerging investment themes (beyond nuclear, AI, and "Powering Up America") is the accelerating US-China decoupling, with a particular focus on companies with robust ex-China supply chains as Beijing increasingly weaponizes exports of strategic materials, including tungsten and germanium. At the same time, the Trump administration's expanding sanctions campaign against Chinese entities linked...

By Tyler Durden