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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
Themes 2022 Handboook

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1.464 Billion

anticipated population in China in 2030


of total Chinese exports to the U.S. in 2020


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