It is almost impossible for investors to overlook US and China, 2 of the largest countries in the world. However, their fortune and dynamics are very different. So how should we invest into companies in these countries and position our portfolios?
China: the growing superpower China is a superpower that has been growing rapidly for the last 20 years. There are 2 key trends that will drive China’s growth for the next few decades. 1. Growing clout Source: Atlantic Council China did not have influence outside in the 1980s. However, in the 2000s, China started to grow external influence and currently has a huge influence on big parts of the world. It has been expanding its influence largely via the Belt and Road initiative. This will allow China to export its goods and services to these parts of the world, further expanding its...