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GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic
Top Traders Unplugged
Globalization within Trump's Framework
The prediction is that Trump will successfully negotiate trade and foreign policy deals with little domestic resistance, possibly resulting in Chinese companies building factories in the US. The new type of globalization is characterized by the relocation of factories, even though efficiency might be compromised. Chinese investments in American national security priorities indicate a new stable equilibrium. China is adjusting its supply chains to accommodate global demands, leading to a reduction in the US trade deficit with China. Additionally, there is expected oversupply of energy in Europe due to global investments, making European industrials potentially favorable investments in a high capex world.
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