China
Chinese global influence has been growing rapidly in both size and reach. Since the 1990s, China’s “outward influence capacity”— the influence that a country can exert on the rest of the world — has soared, while America’s outward influence capacity has remained largely flat since the 1980s and dipped a bit in recent years. Competition between the United States and China has intensified and increasing tension between the two countries will have market implications.
What we’re watching
- Rethinking Supply Chains and Onshoring
- Financial Services
- Antitrust & Innovation
- The Technology Race
- Defense Spending and Posture
- India
1.464 Billion
anticipated population in China in 2030
17.5%
of total Chinese exports to the U.S. in 2020
52%
of Americans said the U.S. is the world’s leading economic power
“The Biden Administration and Congress have ambitious plans to challenge China diplomatically, economically, technologically and militarily.”
Cowen Washington Research Group