Sunday, July 23, 2023

China - US relationship framework

 

This is a very good simple framework for thinking about US-China relationship. Overtime we may move between quadrants. While we are now in competitive confrontation, we may move to fortress America or switch to constructive competition or passive re-engagement. These changes will impact global growth as well as China and US growth. 

As we move to an election year, positions may harden to maintain the status quo. A switch in policy direction will be viewed as risky.

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