WEDNESDAY, MARCH 11TH, 2020: DAY TWO – EMERGING MARKET SELECTION AND OUTLOOK
Wednesday, March 11th, 2020
8:30 AM KEYNOTE: Outlook on the U.S. / China Relationship: Trade Wars, Technology, and National Security
By spring 2020 we can expect a clearer view of “phase one” of the new trade deal between the U.S. and China. What does it mean – and what’s coming next? As policy makers and economists focus more sharply on China’s industrial policy, and the national security implications of the “Belt and Road Initiative” and 5G tech giants, you can expect tensions in new and different forms. As Chief U.S. Economist at Barclays, Michael Gapen is responsible for that firm’s outlook on the U.S. economy, monetary policy, and the impact of financial markets; between that and his prior roles at the Federal Reserve and the IMF, he can provide unmatched insight on trade deals with China and where they are likely to head.
• Assess the influence that China’s party leaders have on rising tech companies – and why Western leaders are concerned
• Understand the conflicts related to IP theft, technology transfer, dual-use technologies and U.S. national security
• Prepare for a transition beyond tariffs to potentially include “blacklists”, export restrictions, and limitations on Chinese investments in the U.S.