On May 22nd 2019, Ajay Kapur, Asia Pacific and Global Emerging Markets Equity Strategist at BofA Merrill Lynch Global Research, moderated an insightful discussion about Chinese telecom company, Huawei. Our speakers discussed the implications of the proposed restriction of key technology sales to the company, cybersecurity and intellectual property concerns and the deployment of 5G. Our analysts also shared their perspectives on how a U.S.-China Cold War in technology might play out.
Listen to our audio commentary below.
AN AUDIO CONVERSATION:
- Huawei, with revenues in excess of US$100bn, is largely unknown in the U.S yet has found itself at the center of the latest U.S.-China trade dispute
- China is the biggest telecom market in the world and is ahead of the U.S. when it comes to 5G deployment
- A U.S. ban on key technology sales to Huawei could impede the company’s progress given its dependence on U.S. suppliers
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