Mark Mobius says most of his investments are in Taiwan after complaining he can't get his money out of China
Business InsiderJUL 2023
The Spin
Pro-China narrative
Japan is capitulating to US pressure by formulating this discriminatory policy as Washington unilaterally weaponizes trade and technology issues against China in order to protect its own tech hegemony. But given the proven resilience of the Chinese tech sector, Japanese companies will suffer the most from Tokyo's decision to be a US pawn.
Anti-China narrative
Restricting Chinese access to advanced semiconductors is a matter of security to the democratic world. It’s crucial to halt China's development of advanced AI systems deployable for military and intelligence uses, and limiting its access to leading-edge chipmaking machinery from the US, Netherlands, and Japan will even the playing field in the mounting Cold War.
Metaculus Prediction
There's an 11% chance that chips covered by the 2022 US export controls will be exported to China before 2024, according to the Metaculus prediction community.
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