Yale macro economist Stephen Roach draws 3 major conclusions with respect to the Chinese long-run view of the current tech trade conflict with America.

Joseph Corr

2019-09-05 09:26:00 Thu ET

Yale macro economist Stephen Roach draws 3 major conclusions with respect to the Chinese long-run view of the current tech trade conflict with America. First, the Chinese Xi administration would never lose legitimacy due to subpar 5.5%-to-6.3% real GDP economic growth. China retains more fiscal and monetary policy levers than global growth headwinds. Second, Chinese hawkish hardliners remain patient and methodical when they deal with external wildcards. These external wildcards include U.S. partisanship and economic policy uncertainty, Brexit trade and capital exodus, and diplomatic outrage in the South China Sea.

Third, the 5G tech titan HuaWei is a big deal and national champion for China. As China seeks to trudge on the long march toward tech supremacy, U.S. tech trade strategists should consider alternative approaches instead of the current legalistic approach to Sino-U.S. trade conflict resolution. It would be a symbolic loss of state dignity and sovereignty for China to agree to signing into law U.S. trade terms and conditions on intellectual property protection and enforcement. Alternatively, U.S. trade reps should focus on direct dispute negotiations between U.S. and Chinese tech corporations through the extant inland and international arbitration tribunals. This alternative mechanism may nevertheless favor domestic firms in China.

 


If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.

Blog+More

Fed minutes reflect gradual interest rate normalization in response to high inflation risk.

Dan Rochefort

2018-02-15 07:43:00 Thursday ET

Fed minutes reflect gradual interest rate normalization in response to high inflation risk.

Fed minutes reflect gradual interest rate normalization in response to high inflation risk. FOMC members revise up the economic projections made at the Dece

+See More

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fundamental analysis of IBM (International Business Machines) (U.S. stock symbol: $IBM).

Laura Hermes

2025-10-11 14:33:00 Saturday ET

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fundamental analysis of IBM (International Business Machines) (U.S. stock symbol: $IBM).

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fund

+See More

Fed Chair Jerome Powell hints slower interest rate increases because the current rate is just below the neutral threshold.

Jacob Miramar

2018-12-07 11:35:00 Friday ET

Fed Chair Jerome Powell hints slower interest rate increases because the current rate is just below the neutral threshold.

Fed Chair Jerome Powell hints slower interest rate increases because the current rate is just below the neutral threshold. NYSE and NASDAQ share prices rebo

+See More

Peter Isard analyzes the proper economic policy reforms and root causes of global financial crises of the 1990s and 2008-2009.

Jonah Whanau

2023-08-14 09:25:00 Monday ET

Peter Isard analyzes the proper economic policy reforms and root causes of global financial crises of the 1990s and 2008-2009.

Peter Isard analyzes the proper economic policy reforms and root causes of global financial crises of the 1990s and 2008-2009. Peter Isard (2005) &nbs

+See More

BlackRock CEO Larry Fink suggests that corporations should make a positive contribution to society apart from boosting the bottomline.

Olivia London

2018-01-09 08:33:00 Tuesday ET

BlackRock CEO Larry Fink suggests that corporations should make a positive contribution to society apart from boosting the bottomline.

BlackRock CEO Larry Fink emphasizes his key conviction that public corporations should make a positive contribution to society apart from boosting the botto

+See More

The Economist Intelligence Unit (EIU) continues to track major business risks in light of volatile stock markets.

Fiona Sydney

2019-01-11 10:33:00 Friday ET

The Economist Intelligence Unit (EIU) continues to track major business risks in light of volatile stock markets.

The Economist Intelligence Unit (EIU) continues to track major business risks in light of volatile stock markets, elections, and geopolitics. EIU monitors g

+See More