Bi-Weekly Geopolitical Report – China’s New National Security Law (May 30, 2023)

Bill O’Grady | PDF

In late April, China released a new version of its national security law.  Shortly thereafter, some prominent U.S. firms were raided by national security operatives, and there were reports of database access being restricted.  In this report, we will discuss the new law and who has run afoul of the rules so far.  The context of this new law is important since China isn’t alone in increasing its focus on national security—the U.S. has been taking steps in this direction as well.  As always, we conclude with market ramifications, where we will examine how the shifting focus on national security could affect foreign investment and trade.

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