SINGAPORE (Apr 15): Where do I allocate my long-term investment capital to maximise growth? Globalisation offered many opportunities and a means to diversify risk. It made sense to allocate funds to US markets and to the fast-rising Chinese markets. I, like many others, allocated investment capital to companies that did business with China, to companies that depended on China production for their success, to Chinese companies that were moving into international markets and to companies that benefited from Chinese growth. Some may argue that many investors are overweight China and that is now potentially a problem.

The foundations of global investing are being undermined by an already ferocious strategic battle over technological supremacy between the US and China. The concerted “security” attacks on Huawei are just a small example of a spreading contest that many investors haven’t come to terms with yet.

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