MACRO PICTURE

China: Escalating Cold War With The US, Slow Post-Pandemic Recovery

by Alessandro Magnoli Bocchi and Nouriel Roubini

28 May 2020

In this paper we discuss:

• The geopolitical relationship (Cold War 2) between China and US;
• The latest economic developments in China;
• The policy reaction of the Chinese authorities to the pandemic; and
• The market implications of all the above.

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