Geopolitics

19
Aug

Asymmetric Warfare from a Chinese Perspective

In the spirit of being intellectually honest, it makes sense to start by at least articulating the “elephant in the room” in terms of scenario-related questions: will there be a military confrontation between the United States and China? And to remain in the realm of honesty, there can be only one such answer: we just

17
Aug

Does the West Need China More Than China Needs the West?

Here at ChinaFund.com, we have written a fair bit about the fact that yes, China can be considered among the top beneficiaries or even “the” top beneficiary of globalization and for the most part, discussions pertaining to this topic tend to revolve around the narrative that China has been given a proverbial free ride by

13
Aug

From Globalization to Fragmentation: Can China Keep Thriving?

Before getting started with this article, we would strongly recommend reading two of our previous ones. First of all, our article about globalization in general, through which we highlight the pros as well as cons associated with globalization and explain that while there are indeed cons involved, it is difficult to believe that globalization is

06
Aug

How Realistic Are Peaceful US – China Supremacy Transition Scenarios?

As mentioned rather frequently here at ChinaFund.com, pretty much any intellectually honest market observer with a firm grasp on the very basics in terms of arithmetic can determine that more likely than not, it is only a matter of time until China surpasses the United State, at least in terms of nominal GDP. Furthermore, as

05
Aug

Is China or the West Better-Positioned to Recover Economically After the 2020 Shock?

On more than one occasion, China’s successful containment measures have been presented as a significant victory, oftentimes in stark contrast to the manner in which the proverbial West has tackled the COVID-19 problem. Compared to China, it goes without saying that the West has been slower and less firm to react, with the costs proving

30
Jul

The Political Implications of the Covid-19 Pandemic in China and Elsewhere

We will be brutally blunt right from the beginning: those who assume the COVID-19 crisis will not change the worldwide political landscape dramatically are deluding themselves. From causing problems directly to making already-existing ones crystal clear, a calamity such as the one which affected humanity in 2020 cannot simply go by consequence-free politically speaking. Let

26
Jul

China in the Context of Increasingly Adversarial International Relations

A worldwide calamity brings out the best and worst in both people and… well, nations as geopolitical actors. Unfortunately, the COVID-19 pandemic has done quite a bit when it comes to the latter in both cases, with nations acting in such an adversarial manner in many instances that the very foundation of international trade risks

17
Jul

Trade Relations Between the U.S. and China, Summed Up

The United States and China are the two top players when it comes to global trade. The United States currently sits at #1 in terms of nominal GDP. However, gaining speed behind them at #2 is China. It goes without saying that the trade relationship between these two countries has global repercussions. This is especially

16
Jul

Globalization and What It Means for Investors

As technology has improved and people are able to communicate more quickly, the world is effectively shrinking. By this, we mean that it’s getting easier and easier to conduct business around the globe. Think about it: ● Taking a trip around the world (something that was almost impossible just a hundred years ago) can now

16
Jul

The Thucydides Trap: Is China – US Military Escalation Inevitable?

An exclusively history-oriented analytical framework with respect to Sino-American tensions yields “predictions” that seem downright worrisome, for example implications of the “Thucydides Trap” paradigm, a term coined by Graham Allison (Harvard professor/historian) and which refers to the idea that when rivalry between an emerging power (in our case China) and the status quo dominant power