China tightens border controls amid US tech rivalry

China has announced the tightening of its border controls to enhance national security, a move seen as part of its ongoing technology rivalry with the United States. This development, reported by @FirstSquawk, suggests that Beijing is escalating its regulatory measures to counteract perceived U.S.-linked technology theft. The new border controls are not merely for immigration purposes; they are being utilized as tools to enforce national security by restricting the movement of individuals with access to sensitive technology. This method highlights a shift towards using regulatory measures as a means to safeguard China’s technological assets amid rising tensions with the U.S. Key Takeaways Market activity suggests that China’s enhanced border controls are consistent with increased tensions in the U.S.-China tech rivalry. There appears to be a consensus that these developments may decrease the likelihood of Alibaba being removed from the Chinese Military Companies list by the mid-2027 deadline. Current odds for Alibaba’s removal by June 30, 2027, are around 24%, reflecting market participants’ views on the impact of heightened national security measures. What to Watch Observers will ...