Sanctions articles

apple removes russia popular social network app store

Russia demands an explanation after Apple removes its Facebook competitor from the App Store

Russia's largest social network has 75 million monthly users
Why it matters: Apple has removed Russia's Facebook competitor, VKontakte, from the App Store globally, a move prompted by new UK sanctions. It's one of several apps from VK, Russia's second-largest internet company, to have been dropped from the store, and the country is demanding an explanation.
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US-China semiconductor battle: Second and third order consequences

Not so obvious ripple effects
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question -- what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.