In an interview with the National Committee on U.S.-China Relations, Nicholas Borst, Seafarer’s Director of China Research, discusses the implications of the U.S. administration’s new America First Investment Policy for U.S.-China economic and trade relations.

Video Participants

• Nicholas Borst, Seafarer Capital Partners
• Steve Orlins, National Committee on U.S.-China Relations

The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.

As of December 31, 2024, the Seafarer Funds did not own shares in the securities referenced in the video.