The recent announcement that NetEase was laying off some of its US-based Marvel Rivals developers, including one of the game's directors, prompted concern and questions given that the hero shooter is performing well in the market with 40 million players. Now, a clearer picture of what's going on and the context behind the shocking decision is coming into focus. Niko Partners analyst Daniel Ahmad published a report in which he offered his take. Ahmad said there is "some truth" to how various Chinese game companies are downsizing their US operations due in part to "geopolitical risks" under the new Trump…