Journey Through the Growth Economy

Megatrend Spotlight: China dynamics for growth investors: A Conversation with Jeff Moon, former Assistant U.S. Trade Representative to China

Canaccord Genuity Season 1 Episode 31

With US – China trade talks at the top of the headlines, Jeff Moon, former Assistant U.S. Trade Representative and founder of China Moon Strategies, LLC, joins Michael Graham, CFA, Director of Research and Investment Strategy, to help investors consider the evolving relationship between these two great powers. Mr. Moon contextualizes the increasing tensions between the two nations by providing historical background and anecdotes as well as his takeaways on the latest news regarding trade negotiations. With over three decades of Asia geopolitical experience, including ten years working in China in both the private and public sectors, Mr. Moon offers his predictions on how the dynamic between the US and China could develop from here, noting key areas of interest  such as rare earth minerals, electric vehicles, AI and advanced semiconductors.

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