Themes 2022

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
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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