Conflict
Stephen RoachCan the US and China avoid accidental conflict?
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 188 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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stephenroach.substack.comLatest Issues
The Strength of Zhu Rongji
I knew him as a Premier, a central banker, a university Dean, and of course as one of China’s great reformers. I also knew him as a friend … sort of. But what I knew most about Zhu Rongji was the strength of his character — analytics mixed...
China's Deepening Japan Problem
How many ways can you slice a pizza? That is the way I now feel about China’s rebalancing imperative. So many different metrics are now flashing the same conclusion — shares of GDP, the current account balance, aggregate domestic saving, yo...
Social Media and the Character of a City
Like most, I have been warned to ignore comments on social media. Understandable in one sense, but at odds with my long-standing desire to participate in the public debate. I post an article, a comment, or a previously published op-ed at le...
Tariff Tantrums
This is the 18th piece I have written on tariffs over the past 18 months. Not by coincidence, last week marked the 18-month anniversary of Donald Trump’s second term as president.
He can’t help himself in playing the tariff card and, as a...
Yes, the Hong Kong of Old is Over
The pro-China camp continues to tout Hong Kong’s resilience, recently pointing to the fact that the city has reclaimed its position as the global IPO leader. But conveniently left out of this narrative is that resileince has come to depend...
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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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