Conflict
Stephen RoachCan the US and China avoid accidental conflict?
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 147 | Subscribers | Read | stephenroach.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Consumption According to Xi
A subtle shift can now be detected in the Chinese consumption story. President Xi Jinping is attempting to elevate the role of consumer-led rebalancing as a strategic goal of China’s upcoming development. This comes as a welcome development...
China's Brittle Economic Resileince
These are heady days for China. Increasingly, many are expressing view that China has won the trade war with the United States and now stands a credible chance of winning the AI-led tech race. Forecasters are starting to raise their sights ...
Setting the Record Straight on Inflation
During a December 2 cabinet meeting, President Trump made a number of false claims. As an economist, the one I took greatest exception to was his utterly absurd statement that, “I inherited the worst inflation in history. They say it’s the ...
Hong Kong's Identity Quandary
Even though Hong Kong’s financial sector has rebounded, with a high-flying Hang Seng Index and a return to the top spot in the global IPO rankings, the city is still a diminished version of itself. China’s stifling influence on Hong Kong’s ...
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Authors
The writers behind this newsletter.
Yale faculty, former Chief Economist and Asia Chair Morgan Stanley, author most recently of "Accidental Conflict: America, China, and the Clash of False Narratives". Follow me on Substack and Bluesky https://bsky.app/profile/ssruschina.bsky.social
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