The next round of negotiations in the US/China trade war will be heavily influenced by the economic and psychological fallout of coronavirus. Fund manager Jerry Wu details what he sees as essentially a rivalry over technology supremacy. He explains how one side of the argument is China’s defence of its strategically important industries (EVs, AI, semiconductors) with the other being the US desire to retain its global leadership in many of the same.
Jerry joined Polar Capital in June 2018. Prior to joining Polar Capital, Jerry was the fund manager of the Nordea Chinese Equity Fund and prior to his tenure at Nordea, Jerry was an equity analyst at Generation Investment Management specialising in China.
Jerry has also worked for BlackRock as a fundamental equity research analyst based in London and the US, specialising in the global consumer and technology sectors. Further to this, Jerry is a native speaker of Mandarin and fluent in English.