Trading rund um Wachstumswerte

Da gehen da Amis mittlerweile dann auch voll auf das Ganze was das Decoupling bzw. Rueckabwicklung Globalisiereung angeht...
Wenn man schaut wie viele Unternehmen in China schon schwer investiert sind und immer noch investieren dann werden in den kommenden Jahren wohl einige davon unbequeme Entscheidungen treffen muessen - bspw. wo sie in in der mittelfristigen Zukunft die lukrativeren Maerkte sehen...Asien oder Nordamerika...

Biden Is Now All-In on Taking Out China
The U.S. president has committed to rapid decoupling, whatever the consequences.

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In short, America’s restrictionists—zero-sum thinkers who urgently want to accelerate technological decoupling—have won the strategy debate inside the Biden administration. More cautious voices—technocrats and centrists who advocate incremental curbs on select aspects of China’s tech ties—have lost. This shift portends even harsher U.S. measures to come, not only in advanced computing but also in other sectors (like biotech, manufacturing, and finance) deemed strategic. The pace and details are uncertain, but the strategic objective and political commitment are now clearer than ever. China’s technological rise will be slowed at any price.

To understand the strategy behind these new controls, it helps to look at what preceded them. A multitude of U.S. measures have limited the flow of technology to and from China in recent years. Chief among these is the Entity List, which bars designated firms from importing U.S. goods without a license. The number of unique Chinese companies on this list quadrupled, from 130 to 532, between 2018 and 2022. Leading Chinese chip companies, supercomputing organizations, and software and hardware vendors have all landed on the list. Even so, BIS exercised its discretion to license large amounts of nonsensitive exports to listed companies.
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https://foreignpolicy.com/2022/10/12/bid...-decouple/