Brown Advisory’s Post

🇨🇳 China's Premier Li Qiang is set to participate in the World Economic Forum in Davos as part of the ongoing efforts to engage with global leaders and discuss important economic matters. Stay tuned for updates from this highly anticipated event! #China #WEF2024 #NASDAQ100

🌍 Register now: Discover China's Unique Megatrends – Geopolitical Challenges for Business 🌍 📅 Date: 28th August 2024, online  ⏰ Time: 09:30 - 10:30 (CET) In today's fast-paced world, ignoring #geopolitics is no longer an option. The influence of geopolitical megatrends on businesses, especially in relation to #China 🇨🇳, is more significant than ever. Join us and Dr. Carolin Kautz from SinoVise as she dives deep into China's political landscape and its impact on European businesses. This webinar will explore the crucial trends in domestic and international politics and society in China, highlighting potential risks, challenges, and strategic considerations for your business relationships. Key Topics:  - #Securitization of relations and weaponization of trade - #International tensions and supply chain risks - #Political factor: Party-State  - #Social factor: Reputational risks & social stability Gain valuable insights into how the intersection of politics and business in China can reveal new global trends and help you navigate the complexities of the Chinese market. 🔗 Register now (free of charge) to secure your spot and gain a knowledge in understanding China's geopolitical challenges: https://lnkd.in/evydsS8S Louisa de Fallois - 白沁菲 Moritz Schlink

New ChinAffairs Issue: Navigating U.S.-China Strategic Competition in the Asia-Pacific！ In this latest newsletter, Professor GAO Cheng explores the evolving dynamics of U.S.-China relations in the Asia-Pacific, analyzing how the U.S. is building a bloc political ecology aimed at containing China—reflecting certain "Cold War" characteristics. However, the current geopolitical environment remains distinct from the past, with little risk of escalating into a full-scale ideological or military confrontation. The article highlights the critical role of China’s relations with its neighboring countries in shaping the future regional order. It also offers insights into how China can actively contribute to the region's stability and prosperity by positioning itself as a key end-market and provider of public goods. Through this approach, China’s regional development model may eventually surpass the group politics framework promoted by the U.S., creating a new path forward for Asia-Pacific cooperation. Read more in this thought-provoking analysis on how China can navigate and reshape the future of the Asia-Pacific: https://lnkd.in/gqvWQ_-V

At the end of the Cold War in the late 1980s, few would have predicted that China’s meteoric rise as a global economic superpower would occur in just a few decades. After 40 years of a largely symbiotic, and mutually beneficial relationship, the U.S. and China have likely entered a new multi-decade period of complex disentanglement, economic warfare, technology rivalry and geopolitical competition. A deeper understanding of this evolving U.S.-China relationship will therefore be critical to markets, economies, and business strategy in the years ahead. You can read about this our Capital Market Strategy team’s report titled “From Co-Dependency to Unsustainable Imbalances,” which is Volume 1 of their 3-volume U.S. & China series. http://ms.spr.ly/6046iCHLs Tom Joyce, Hailey Orr, Stephanie Kendal, and Angela Sun

"Is China or America the big boss of the global south?" In a dog-eat-dog world, competition is fierce The Economist Global South Dynamics: The term “global south” is widely used, including by leaders like Joe Biden, Emmanuel Macron, and Xi Jinping, to refer to non-Western countries seeking more influence in global affairs. Geopolitical Reality: The global south is not a cohesive group but a geopolitical reality, expressing discontent with Western policies on issues like the war in Gaza and decisions on Ukraine, covid-19, and climate policy 1. Emerging Economies: These countries are characterized by a desire for greater control over global matters and often hold critical views of Western policy. The Economist’s Perspective: The article provides insight into the competition for influence in the global south, highlighting the fierce rivalry in international relations. This concise overview captures the essence of the article’s discussion on the geopolitical significance of the global south. #competition #internationalrelations #geoeconomics #geopolitics #globalsouth #China #USA #India #France

New ChinAffairs Issue: Navigating U.S.-China Strategic Competition in the Asia-Pacific！ In this latest newsletter, Professor GAO Cheng explores the evolving dynamics of U.S.-China relations in the Asia-Pacific, analyzing how the U.S. is building a bloc political ecology aimed at containing China—reflecting certain "Cold War" characteristics. However, the current geopolitical environment remains distinct from the past, with little risk of escalating into a full-scale ideological or military confrontation. The article highlights the critical role of China’s relations with its neighboring countries in shaping the future regional order. It also offers insights into how China can actively contribute to the region's stability and prosperity by positioning itself as a key end-market and provider of public goods. Through this approach, China’s regional development model may eventually surpass the group politics framework promoted by the U.S., creating a new path forward for Asia-Pacific cooperation. Read more in this thought-provoking analysis on how China can navigate and reshape the future of the Asia-Pacific: https://lnkd.in/g6H34Cpt

China and Russia Are Breaking the World into Pieces By Hal Brands Bloomberg Opinion July 21, 2024 World War III? Eras of turmoil can bring happy endings. The Cold War birthed the liberal international order, which eventually delivered more freedom, peace and prosperity than humanity had ever enjoyed before. Today, realism need not be synonymous with despondency, because the US and its democratic allies still have long-term advantages over their foes, including their free governmental institutions. But for political leaders and business leaders, navigating this age of fragmentation will require keeping some core principles in mind. First, there is no return to “normal.”  Second, you can’t have it all.  Third, take worst-case scenarios seriously. Fourth, as geopolitics and geoeconomics become inseparable, the West needs to invest in new knowledge. This relates to a final precept: Find the upside of adversity. It creates chances, as well, for firms to craft more resilient supply chains; to reap the benefits of the new industrial policy; and to forge stronger partnerships with a US government that desperately needs private-sector creativity and innovation to master a new set of economic, intelligence and military challenges. We’re in the opening phase of a brutally contentious era. The task is to make the most of it.

China’s guerrilla strategy in a fragmenting global economy Max J. Zenglein, François Chimits Report Jun 18, 2024 Faced with perceived containment, China is pursuing a set of economic engagement strategies that resemble guerrilla tactics to strengthen its global position. Whether it succeeds will shape the future of globalization and the relationship between national security and the global economy. Wary of unfettered, US-style globalization, Beijing’s quest for global economic power will rest on very different fundamentals compared to those pursued by Washington in the past. As China prepares for growing rivalry and contestation with the US and its allies, Beijing is resorting to guerrilla strategies to reconcile its security-centered goals and internal doctrine of a Marxist-Leninist economic system with ambitions for greater global economic influence, MERICS Chief Economist Max Zenglein and Analyst Francois Chimits write in this paper commissioned by the Hinrich Foundation. These strategies allow China to avoid direct confrontation with large adversaries by targeting smaller sections of their resources to gradually deplete the larger opponent. 

Untangling the Web of China's Ambitions: A Deep Dive into Global Strategy In my second post of thoughts on the Annual Threat Assessment of the US Intelligence Community, I examine an intricate enigma: China's global strategy. China's quest to become the dominant power in East Asia and further afield is a dense narrative, tinged with economic prowess, technological innovation, and military strength. Indeed, as China inches closer to unification with Taiwan and fervently asserts its sovereignty, it's clear that their ambitions don't follow a linear path. Yet, like any monolith, China confronts its own set of labyrinthine challenges. From fast-paced demographic shifts, reminiscent of a rapidly aging society, to sporadic economic downturns that could usher in periods of uncertainty and discontent. These internal dynamics form a complex, interconnected web of factors that could significantly shape China's behavior on the world stage. For instance, economic strain could either fan the flames of nationalism or force a more collaborative, international approach. Similarly, technological innovation might spur aggressive expansion, or prompt a more cautious approach to secure what's already achieved. Navigating these nuances is like solving a labyrinth within a labyrinth. Certainly, it's a geopolitical conundrum that impacts us all. So, what's your viewpoint? How do you foresee these internal dynamics shaping China's actions on the international stage? Share your thoughts and let's engage in a more profound understanding of this global chessboard. See the report here: https://lnkd.in/gJJ6fwur #China #GlobalPower #EconomicDynamics

The debate over whether China or America holds sway over the global south, despite criticisms of the term itself, has gained traction among political leaders like Joe Biden, Emmanuel Macron, and Xi Jinping. While defining the global south remains complex, it generally encompasses non-Western countries with emerging economies seeking more influence in global affairs, often critiquing Western policies. Through a study analyzing trade, financial, and diplomatic connections, it's revealed that while America maintains overall influence, China emerges as the dominant power within the global south, positioning Xi Jinping as a potential leader. However, China's influence, largely driven by initiatives like the Belt and Road Initiative, faces challenges, including limited reach and opposition to its values-based interactions. As China contends with these issues, other contenders for influence, notably India, are on the rise, projecting power through economic, diplomatic, and ideological means. Additionally, countries like Brazil, Gulf states, and Turkey also vie for influence, offering unique contributions to the global south. Despite these dynamics, the global south remains a zone of contestation, characterized by diverse national interests and occasional conflicts among its members, defying a singular leadership. Read full article : https://lnkd.in/gTfgszPr #globalsouthleadership #chinavsamerica #emergingeconomies