#6 of 6: China’s Orwellian Capitalism Versus Socially Free Capitalism
アーカイブされたシリーズ ("無効なフィード" status)
When? This feed was archived on December 11, 2022 14:38 (). Last successful fetch was on November 05, 2022 14:50 ()
Why? 無効なフィード status. サーバーは持続期間に有効なポッドキャストのフィードを取得することができませんでした。
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 329339415 series 3353460
In this sixth piece of the series, I attempt to put all of the pieces together.
- This is a game for the US to lose.
- If American politics – the “G” of macro ESG fails in a stimulus spending appropriations failure – then then US markets could take a deep hit.
- American elites might find themselves pushed into a corner so America may respond with inciting political instability in China through starting border skirmishes.
- If the US is capable of building a coalition of the leading democracies – then China is also in trouble because China is a big buyer of advanced machines and tools which could be withheld as China mainly a low-margin low-value added assembler of high value-added designs.
- China’s risk is that might not be able to ascend to become a higher value-added tech society because political dissent is illegal and property rights are capricious.
www.macroesg.com @macroesg
92 つのエピソード