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Comments:
The tension and hostility between the U.S. and China largely result from geopolitical competition. This is extremely unfortunate and a lose-lose proposition for the people of both nations. Mainstream Western press and pundits generally have a superficial understanding of China’s political system and economy. Their views toward China are often colored by geopolitical concerns and domestic issues, particularly the inability to address the consequences of globalization and technological changes. https://www.youtube.com/watch?v=NeIXR8vcnXw There is no doubt that China confronts major challenges for its future political, economic, and social developments. But this is also true for all other nations including the United States and other developed nations. Like Warren Buffet, I would not bet against America. Nonetheless, I am not ready to bet against China either.
Post: Dropping China?
Link to comment from January 23, 2024
Regarding investing in China's economy, one may wish to consider the broader geopolitical context. https://www.brookings.edu/research/a-course-correction-in-americas-china-policy/
Post: Happy Talk
Link to comment from November 21, 2022