David Lin hosts a debate between Shaun Rein and Michael Beckley on China's economy, the US-China trade war, Taiwan, and China's military buildup. Shaun Rein is medium-term bullish on China and argues the military threat is overhyped, while Michael Beckley is more bearish, seeing structural US-China conflict and a dangerous 2020s window. They also discuss Chinese AI competitiveness, ASEAN alignment, and the Philippines as a geopolitical flashpoint.
This The David Lin Report video, published February 11, 2025, features Shaun Rein, Michael Beckley discussing FXI, Chinese AI. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Shaun Rein, Michael Beckley · Tickers: FXI, Chinese AI