19
October
14:00 — 16:30
Online via Zoom
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Ny kold krig: USA vs. Kina

Perspektiver og konsekvenser

Det begyndte med handelskrigen mellem USA og Kina i 2018, men i dag står det klart, at der for begge parters vedkommende er meget mere på spil end de økonomiske interesser. Den tiltagende rivalisering mellem verdensøkonomiens nr. 1 og nr. 2 må forstås i en strategisk geopolitisk kontekst og til at hjælpe os med at blive klogere på konflikten og dens vidtrækkende konsekvenser har vi inviteret talere fra to uafhængige analysehuse, nemlig Agatha Kratz, Associate Director fra Rhodium Group og Arthur Kroeber, Founding Partner & Head of Research fra Gavekal.

Efter indlæggene skal vi debattere emnet i netværket.

Program

14.00 Velkomst og introduktion til dagens program
14.05 The short and long-term consequences of the USA-China Tech War
Arthur Kroeber, Founding Partner & Head of Research, Gavekal Research
14.55
Meget kort pause
15.00
US-China Relations and the Implications for Europe
Agatha Kratz, Associate Director, Rhodium Group
15.50 Netværksdebat
16.30 Afrunding og tak for i dag

Talerne

Arthur R. Kroeber
Gavekal Research

Arthur R. Kroeber is head of research at Gavekal, a financial-services firm based in Hong Kong and founder of the China-focused Gavekal Dragonomics research service. He divides his time between Beijing and New York. Before founding Dragonomics in 2002, he spent fifteen years as a financial and economic journalist in China and South Asia. He is a senior non-resident fellow of the Brookings-Tsinghua Center, an adjunct professor at the Columbia University School of International and Public Affairs and at the NYU Stern School of Business, and a member of the National Committee on US-China Relations. His book China’s Economy: What Everyone Needs to Know was published by Oxford University Press in April 2016.

Agatha Kratz
Rhodium Group

Agatha Kratz is an Associate Director at Rhodium Group. Agatha coordinates Rhodium Group’s European activities and leads research on European Union-China relations and China’s commercial diplomacy. She contributes to Rhodium work on China’s global investment, industrial policy and technology aspirations. Agatha is a non-resident Adjunct Fellow of the Reconnecting Asia Project at the Center for Strategic and International Studies under the Simon Chair in Political Economy.

She holds a Ph.D. from King’s College London, on China’s railway diplomacy. Her previous positions included Associate Policy Fellow at the European Council on Foreign Relations and Editor-in-Chief of its quarterly journal China Analysis, Assistant Editor for China Economic Quarterly, and Junior Fellow at Asia Centre in Paris. Agatha has a Bachelor’s degree in Political Science and a Masters in Finance from SciencesPo Paris, as well as a Masters in Public Administration from the London School of Economics and Columbia University School of International and Public Affairs.

Kun for medlemmer af Asset Allocation netværket.

Medlemskab koster årligt kr. 4.500 ekskl. moms.

Kontakt os på mail@finansforeningen.dk, hvis du er interesseret i at høre mere om netværket.

CFA PL Credits
If you are a CFA Institute member, you are eligible to record 2,25 PL credits for your participation in this meeting.

Details

Date:
19 October
Time:
14:00 - 16:30
Event Category:
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