Will Europe fight China?

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Readers will know that I see Europe as the key swing entity in the long-term battle to contain Communist China. If Europe joins the US in boycotting Chinese goods and capital markets over time as the CCP becomes ever more hostile and militaristic then the battle is won before it begins. Rabo has a new report out that explores this relationship:

Tensions between the EU and China have increased considerably since end-2020

Sanctions have been imposed on both Chinese and EU officials, the ratification process of the CAI has been frozen, and the EU has taken a more confrontational stance, which China is trying to counter by playing ‘good cop, bad cop’

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.