US-China relations

Donald Trump’s challenger as the next US president would play by the rules, but do not expect ties with China to improve much. Smaller countries and the business community need to remain wary.

“This is nothing short of bullying,” says Chinese Foreign Ministry spokesperson Zhao Lijian.

Many white Christian evangelicals in the US have long believed that America has a God-given mission to save the world. Under the influence of this crusading mentality, US foreign policy has often swerved from diplomacy to war. It is in danger of doing so

“The U.S. ban on Chinese internet companies will have little impact on the revenue and earnings of most listed Chinese internet companies,” - Jian Shi Cortesi, fund manager at GAM Investment Management in Zurich

Chinese technology shares surged on Monday, driven by expectations of support from Beijing in response to US moves on Chinese-owned software companies.

The sustained economic and political attack on China is revealing not China’s weakness, but its strength. The US is going all out to hobble and damage the Chinese economy.

Firms need to prepare for post-Covid-19 disruption and a greater ESG focus after the pandemic.

It is becoming increasingly difficult to ignore or discount the sustained attack on China on many fronts by the US. As much as we might want to say it has nothing to do with us, the reality is that this concerted attack will impact investment decisions.

The legislation has been a high priority for members of both parties, who’ve been joining forces on measures to pressure the government in Beijing on trade and human rights.

One of the biggest fears in the markets now is a second Covid-19 wave. A second confinement period to halt another outbreak is of particular concern, as it would halt economic activity again and destroy the nascent recovery.