Dan Wang
Technology Analyst
Dan Wang writes about technology. He was born in Yunnan, grew up in Canada (where he was a Royal Canadian Army Cadet), went to high school in the US, and worked in Silicon Valley. His work on China and technology has been quoted by the Financial Times, Bloomberg, the New York Times, the Wall Street Journal, and the Economist. He double-majored in philosophy and economics at the University of Rochester.
Dan goes on expeditions of mushroom picking, which he considers an excellent source of lessons for risk/reward tradeoffs. He writes occasional essays on his personal site: danwang.co
For Dan's article archive click here.
The Daily
-
Gavekal Research
January 16, 2020
A Tough Ask On Trade, Trouble Brewing On Tech
The story we’ve been telling for the past few months is that the conclusion of the US-China trade deal will reduce global macro risk in 2020, but tech-specific risk will still be an issue because of continued efforts by the US to constrain the rise of China’s technology sector and in particular Huawei.
0 -
Gavekal Research
June 27, 2019
A Cold War Interglacial
It is now almost certain that presidents Donald Trump and Xi Jinping will restart trade talks at the G20 summit in Osaka this weekend. Moreover, discussions in Washington suggest that there is a good chance these talks will result in a deal in the next few months. Our core scenario now is that macro risk from an escalating trade war is receding.
-
Gavekal Research
January 29, 2019
A Huawei-Scale Problem
The charges that US prosecutors have now filed against telecom equipment supplier Huawei are similar to those thrown at two other Chinese tech firms last year. The eventual outcome is likely to be similar: the imposition of export controls that will threaten Huawei’s survival and force it to accede to a restrictive deal with the US government.
Ideas
-
Gavekal Dragonomics
March 10, 2020
Tech War, Meet Trade Deal
Plans enacted by US national security hawks to toughen sanctions on Huawei and other Chinese tech firms have run into stiff resistance from both American tech firms and President Trump himself. Dan reports that, amidst this stalemate, both factions are mobilizing for a protracted fight over the fate of restrictions on exports to China.
-
Gavekal Dragonomics
February 18, 2020
Kinks Appear In The Tech Supply Chain
Chinese electronics manufacturers are struggling to get their operations back to normal amidst the coronavirus outbreak. Dan outlines how this might lead to larger disruptions in the tightly scheduled mobile phone production cycle, and why smaller companies are more likely to postpone launching new products than their larger counterparts.
-
Gavekal Dragonomics
February 13, 2020
The Hit To Consumer Durables
The government’s drastic measures to contain the coronavirus are certain to deliver major blows to the auto and smartphone markets. Fortunately, Thomas, Ernan and Dan report that a V-shaped recovery is the most likely scenario for both sectors. Neither will meet pre-virus growth expectations, but both will likely still see an improvement from 2019.