Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

By Ian Tang Introduction Capstone believes US-China tensions pose notable underappreciated risks in the upcoming election year for microelectronics manufacturers and platforms selling consumer goods made in China, despite a more stable US-China relationship...
Replaying the Trump Card: Exploring Implications of a Trump Second Act

Replaying the Trump Card: Exploring Implications of a Trump Second Act

October 9, 2023 By Thomas Dee, Capstone Head of Research and Strategy It’s time to consider the possibility that Donald Trump will be reelected to a second term in the White House.  In many respects, such a scenario sounds implausible: only one other president...