4.4 • 1K Ratings
🗓️ 9 May 2023
⏱️ 26 minutes
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0:00.0 | Geopolitical tensions between the US and China have a running high for some time. |
0:04.6 | The trade war between the two countries has been ongoing since 2017. |
0:08.9 | But the US's doubting of a suspected Chinese spy balloon earlier this year, |
0:13.0 | increasingly hostile rhetoric between the two countries, |
0:16.0 | and President Biden's plans to unveil further curves on U.S. investment to China |
0:20.0 | ahead of this month's G7 summit |
0:22.0 | have brought the tensions and their |
0:24.0 | economic and investing implications back into focus. I'm Allison Nathan and |
0:28.8 | this is Goldman Sachs exchanges. changes. |
0:33.0 | On this special episode, we're breaking down our most recent top of my report, |
0:39.0 | now available on GS.com. |
0:41.0 | We dig into the tensions and crucially how they're affecting the investability landscape |
0:45.5 | between the two countries for companies and investors. |
0:48.7 | We speak with Harvard's Graham Allison, who's extensively studied and documented the US-China relationship, and |
0:54.5 | Rhodium group Stan Rosen, who's done a lot of work tracking and |
0:57.5 | evaluating US-China investment and trade flows. |
1:00.7 | We first asked Allison about what's behind the recent rise in US-China tensions, which he actually predicted in his 2017 book, |
1:07.5 | Destin for War. He explains that the rise in hostilities comes as no surprise because history has showed time and time again |
1:14.8 | that such hostilities occur whenever a rapidly rising power has seriously threatened to |
1:19.4 | displace a major ruling power. |
1:21.8 | He refers to this as a Thucydian rivalry. |
1:24.7 | How would you describe the current state of US-China relations and how does that compare |
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