Sean Foo

Sean Foo, a financial analyst and China expert, delves into the complex web of U.S.-China relations, focusing on supply-chain conflicts and economic warfare. He explains the impact of U.S. sanctions on Russia's oil and their ripple effects on allies like China and India. Foo discusses how China is forming alternative financial infrastructures to counter U.S. leverage, especially in semiconductors and rare earths. The conversation touches on Europe's hesitations regarding sanctions and the implications for global industrial dynamics, revealing the intricate balance of coercion and reputation in economic statecraft.

Sean Foo, a financial analyst and China expert, dives deep into the complexities of the US-China economic war. He explains how China's strategies safeguard its chip market and boost AI profitability through domestic demand. Foo highlights the unintended consequences of US tariffs, which are harming American jobs and increasing costs. He discusses the challenges the US faces in securing critical minerals and the backlash allies encounter when shifting production. The conversation also touches on the rise of alternative currencies, particularly within BRICS, and warns against EU sanctions on China.