Asia, the Arabian Gulf and the US-China Rivalry: Long-Term Investor Perspective


The Sino-American Age of Geoeconomics is upon us: from energy infrastructure to tech sector startups, it will soon reshape the way we trade, invest and communicate

in this reprint of our March 2019 editorial/presentation originally published in Riyadh and Washington, we look at the likely financial and industrial impact of the “intensifying Sino-American race, which may soon morph into a full-fledged New Cold War” (Cold War 2)

We believe that, for geo-economic reasons, “nations such as Saudi Arabia, Israel, India, Vietnam, Brazil and Singapore, are perfectly positioned to thrive in that new context” (Post-Globalization)

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