Signum Global Advisors' Lew Lukens On US-China Relations

The video discusses Brazil's trade relations with China and the US, highlighting the complexities of balancing these relationships. It examines China's muted reaction to US political meetings and assesses the likelihood of a Taiwan-China conflict, estimating a 35% chance in the next 18 months. The potential economic implications of such a conflict are explored, including the challenges of decoupling from China and the impact on global corporate strategies. The video concludes with a discussion on global economic trends, emphasizing the US's efforts to boost domestic manufacturing.

How might US companies respond to potential conflict or unrest in China?

What challenges does the US face in decoupling from China, especially in the technology sector?

What optimistic perspectives exist regarding the US and global investment landscape despite tensions with China?