U.S. Actions Against Huawei Will Accelerate Local Development Long Term; MSA Capital

The transcript discusses the impact of US trade tensions, particularly actions against Huawei, on China's tech industry. It highlights the challenges faced by the Chinese chip industry and the potential for increased self-sufficiency. The discussion also covers the possibility of China retaliating against US companies like Apple and the broader implications of decoupling in supply chains and capital markets. The transcript concludes with a reflection on the long-term effects of broken trust between the US and China, even if a trade deal is reached.

In what ways could the concept of decoupling affect American companies reliant on Chinese inputs?

What are the potential long-term consequences of broken trust between the US and China in trade relations?