How the US-China Rivalry Is Reshaping the Global Economy with Neil Shearing

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Recorded20 Oct 2025

Publisheromnycontent.com ↗

Handlerec:9456765

Show notes

Neil Shearing, group chief economist at Capital Economics and author of The Fractured Age, argues hyper-globalization is giving way to a world split into US- and China-centric blocs, reshaping trade, technology, and security. He explains why de-risking will likely be concentrated in strategic sectors (chips, batteries, biotech), bringing more volatile inflation and new portfolio implications—from being cautious on China exposure to watching critical minerals and long-run AI-driven U.S. tech.See omnystudio.com/listener for privacy information.

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