Understanding the Rise of Chinese Companies and Shifting Investment Dynamics

Rob describes a recent trip he made to China, Japan and the US and discusses what he learned.

As the trip started shortly after President Trump declared Liberation Day on 2 April, the trade war and tariffs were a recurring topic of the trip.

The postcard discusses the trade war, but it is not just about the trade war.

The trade war is in the news today but news cycles get ever shorter. It is important not to be so focused on the news that you miss the bigger picture.

As such, the postcard also touches on broader developments in China including AI, Electric Vehicles and the growing prominence of Chinese companies.