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.
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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.