Weekly Geopolitical Report – Data and Geopolitics: Part II (August 23, 2021)

by Patrick Fearon-Hernandez, CFA | PDF

In Part I of this report, we discussed why today’s political leaders and governments are now paying such close attention to the control of data and information, and what that means for geopolitics.  In Part II, we will show how China is perhaps the best example of modern state control over data and information.  Indeed, China’s current “industrial policy” is essentially a form of “information policy.”  A central strategy for China’s current leadership is to generate, utilize, control, and protect information as a way of building up its geopolitical and economic power.  To wrap up the discussion, we will discuss the ramifications of this trend for investors.

Read the full report