China-US relations move towards economic 'decoupling'

Subject

The implications of China-US relations for the technology sector.

Significance

China and the United States have recently made efforts to wean themselves off mutual dependence where technology is concerned. More are likely to follow, with substantial ramifications for technology businesses.

Impacts

• Economic 'decoupling' will erode the interdependence that stabilises China-US relations.
• On both sides, the influence of tech businesses will wane in favour of hawkish voices advocating a harder stance.
• Businesses can expect increasing regulatory and tariff barriers, and potentially local-content requirements.