An upside for investors, at least in tech, so says Jonathan Krane, who runs NY-based asset management firm KraneShares with specialized funds for humanoid robots, AI, climate-tech and more with a China spin. He fielded some tough questions from my Silicon Dragon group in NYC with CIG about future prospects for China’s global ambitions, trade and tariffs, and US-China geopolitical conflicts over rare earth minerals, EVs, batteries, energy, and the supply chain.
Also, we had a briefing on a high-drama fictional book, Attacking the Dragon, written by attorney Andrew Ross.
Thanks to Larry Miao of BDO for hosting us!
cc: Steve Schuster, Jason Hsu, Jenifer Grant, Joshua Dube, John Delmar, Robert Haddock, Elizabeth Wang, David Dempsey, WQ Brothers, John Allen ++
