At the start of 2023, economic forecasters were optimistic that China would see a surge in consumer spending as the country emerged from the world’s strictest COVID-19 lockdowns.

As global tensions between the United States and China continue to simmer, Vietnam has emerged as a significant economic player, skillfully navigating these geopolitical challenges to fuel its own growth.

For decades, Chinese companies have routinely listed on U.S. exchanges like the New York Stock Exchange (NYSE) and NASDAQ, attracted by the prestige and access to capital that these markets offer.

As China’s economy slows, the global search for growth has intensified, leading investors and companies to explore new markets with high potential. Southeast Asia, particularly countries like Singapore, Vietnam, and Indonesia, is emerging as the next frontier for Asia-based emerging growth companies (EGCs).

Despite the growing geopolitical tensions between Washington and Beijing, the long-standing economic relationship between the United States and China is unlikely to dissolve completely.

Amid growing concerns, some analysts speculate that China's digital yuan, a central bank digital currency (CBDC), could pose a challenge to the U.S. dollar's dominance in the global financial system.

As tensions between the United States and China escalate, CEOs of multinational corporations find themselves in an increasingly precarious position.

In recent years, the global economy has witnessed significant shifts, and one of the most notable developments is the U.S.'s pivot towards industrial policy—a strategy long championed by China.

As China emerges from the strict ""zero COVID"" policies that kept its 1.4 billion citizens largely confined for nearly three years, the world watches closely to see how its economy will rebound.

Vietnam’s capital markets, long considered a closed and relatively insular environment, are beginning to open up as a new generation of ambitious companies emerges.

The stage was set for a financial showdown of epic proportions. Two hundred Chinese companies faced the threat of being delisted from U.S. markets, a staggering $1 trillion in market capitalization was at risk, and the tension reverberated through the halls of Congress.

Although it's chic to be bearish about China these days, Drew Bernstein Co-Chair of MarcumAsia remains a cockeyed optimist about China and the potential for a fruitful transpacific partnership between China and the US.