• The US is seeing “peak polarization” in the 2020 election cycle, and President Trump is no longer favoured for re-election.
• China’s post-Mao economic boom has come to an abrupt end, depriving the ruling party of one of its pillars of legitimacy.
• The US and China are blaming each other for their domestic ills, accelerating strategic conflict and economic divorce.
• India stands as the premier beneficiary of the US-China conflict – as long as its economic development is not derailed.
• Investment risks and opportunities flow from this critical geopolitical dynamic.
This is an archived recording of a live webinar that took place on 15 May 2020.