About this Event
As 2026 begins, the US-China relationship is being shaped by a mix of strategic rivalry and periodic attempts at stabilisation, with trade policy, technology controls and geopolitical flashpoints continuing to set the tone. Over the past year, tariff escalation has repeatedly been followed by negotiation.
Asia Scotland Institute is delighted to welcome back Dr Yizhe Daniel Xie, Global Macro Economist and Strategist, following last year’s packed discussion in Edinburgh on China’s challenges and opportunities under a second Trump administration. In this session, Daniel will connect geopolitics to markets, looking at what the evolving balance of power means for capital flows, technology competition, the Taiwan question, and whether Chinese assets are becoming more investable, or simply more complex to price.
Key Topics:
- US-China power dynamics in 2026, and what policy signals matter most for markets
- Taiwan risk, regional security and how markets price tail risks
- China’s domestic headwinds: property, jobs, weak consumption and confidence
- Capital markets and investability: what would need to shift for a sustained re-rating
- Technology and industrial policy: chips, EVs, AI and the next phase of restrictions and responses
Event Venue & Nearby Stays
50 George Square, The University of Edinburgh, 50 George Square, Edinburgh, United Kingdom
GBP 0.00
