Charles Stanley's Redwood: Chimerica is so last decade

Both have hit problems in 2022

clock • 6 min read
John Redwood, chief global strategist for Charles Stanley

John Redwood, chief global strategist for Charles Stanley

Given the evolution of US policy towards China, the years ahead are likely to be studded with trade disputes and tensions between the big two.

In the early years of the current century, China pulled away from the pack of emerging economies with supercharged growth. There was increasing discussion of the world's two largest economies, China and America, working together to drive the world. Accounting now for more than 40% of world GDP, these two giants are both very different to each other - but mutually dependent after years of developing stronger trade and financial links.  Following admission to the World Trade Organisation, China swept all before it as the world's increasingly dominant exporter of manufactured goods. The US ...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Equities

Daryl Liew, CIO at REYL Singapore.

REYL's Liew eyes return to overweight positions in Asian quality growth names

'It's a question of timing'

clock 28 June 2022 • 3 min read
Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Transitioning to a new paradigm

Ritu Vohora, Investment Specialist, Capital Markets at T. Rowe Price
clock 23 June 2022 • 2 min read
Amazon shares are down 40% from its peak

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read