{"id":41353,"date":"2018-12-06T08:41:37","date_gmt":"2018-12-06T13:41:37","guid":{"rendered":"https:\/\/olduvai.ca\/?p=41353"},"modified":"2018-12-06T08:41:37","modified_gmt":"2018-12-06T13:41:37","slug":"blain-i-think-the-global-trade-war-is-now-a-shooting-war","status":"publish","type":"post","link":"https:\/\/olduvai.ca\/?p=41353","title":{"rendered":"Blain: “I Think The Global Trade War Is Now A Shooting War”"},"content":{"rendered":"
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Blain: “I Think The Global Trade War Is Now A Shooting War”<\/span><\/a><\/h3>\n<\/div>\n
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Blain’s Morning Porridge <\/a>submitted by Bill Blain<\/em><\/p>\n

\u201cWhy So Serious?\u201d<\/p><\/blockquote>\n

I think the Global Trade War is now a shooting war.<\/strong><\/p>\n

A few weeks ago one of my very smart CIO contacts warned me the real story of the year isn\u2019t just the implications for supply chains from a Trade Spat, but a more fundamental \u201cTech Cold War\u201d between China and the US for dominance. It\u2019s a battle that will shortly reach epic proportions, force huge change in the global tech supply chain, and has massive implications for current incumbents.<\/p>\n

Over this last few days, its all going off. The US, Australia, NZ and the UK have banned Huawei from new 5G systems over embedded spy tech and \u201csecurity\u201d issues. Now we learn that even as Xi and Trump were meeting, the CFO of Huawei was arrested in Canada for violating US sanctions on Iran! She is also the daughter of Hauwei\u2019s founder.<\/p>\n

I suspect the news will trigger a massive downtrade in stocks today. Brace, Brace, Brace!<\/strong><\/p>\n

The core objective of Trump\u2019s trade war threats are to contain China\u2019s becoming a technological equal and competitor after all its learnt from access and replication of US tech. If we see a full Tech War with lines drawn, then its potentially clobbers everything from Apple down. It means a choice between US Tech or China Tech.<\/strong><\/p>\n

\u201cMade in China 2025\u201d is the Chinese target of becoming the leader in tech, and avoiding just being a US manufacturing centre. Its happening \u2013 Hauwei\u2019s lead in 5G is just one example.<\/p>\n

More on this next week \u2013 but its going to be a massive story. Blade Runner anyone?<\/p>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n

\u2026click on the above link to read the rest of the article\u2026<\/p>\n","protected":false},"excerpt":{"rendered":"

Blain: “I Think The Global Trade War Is Now A Shooting War” Blain’s Morning Porridge submitted by Bill Blain \u201cWhy So Serious?\u201d I think the Global Trade War is now a shooting war. A few weeks ago one of my very smart CIO contacts warned me the real story of the year isn\u2019t just the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2,5],"tags":[15674,130,19042,15602,805,3222,827,862,4318],"class_list":["post-41353","post","type-post","status-publish","format-standard","hentry","category-economics","category-geopolitics","tag-bill-blain","tag-china","tag-global-trade-war","tag-shooting-war","tag-trade","tag-trade-war","tag-united-states","tag-war","tag-zerohedge"],"_links":{"self":[{"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/posts\/41353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/olduvai.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=41353"}],"version-history":[{"count":1,"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/posts\/41353\/revisions"}],"predecessor-version":[{"id":41354,"href":"https:\/\/olduvai.ca\/index.php?rest_route=\/wp\/v2\/posts\/41353\/revisions\/41354"}],"wp:attachment":[{"href":"https:\/\/olduvai.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=41353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/olduvai.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=41353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/olduvai.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=41353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}