The US, China, and Asia  

The global investment landscape has reached a structural inflection point. Geopolitical realignments, industrial policy, and national security concerns are reshaping the era of frictionless globalization. At the center of this transformation is the intensifying strategic competition between the United States and China.
The US is acting belligerently toward China in trade negotiations, threatening exorbitant tariff rates and trying to build walls around China’s international trade activity. All this may be a high-volume attempt to bring China to the table to strike a better trade arrangement. While this tactic is unprecedented, we may only be in the third inning of a nine-inning game. The current geopolitical and economic transition is both a challenge and a multi-decade opportunity. Capital will increasingly flow to regions that demonstrate policy consistency, innovation capacity, and demographic vibrancy. Strategic sectors such as AI, defense, semiconductors, energy, digital infrastructure, and cybersecurity will drive private and public investment.
Embracing this new reality of regional diversification, thematic depth, and geopolitical foresight will position participants to thrive.
As multipolarity replaces global uniformity, success lies with active, strategic alignment with the forces shaping the next economic era.