Nicholas Borst, Seafarer’s Director of China Research, moderated a panel discussion webcast on U.S.-China economic relations, co-hosted by CFA Society San Francisco and the National Committee on U.S.-China Relations.

The panel examined what the strained relationship between the world’s two largest economies means for investors and businesses.

Panel Participants

• Nicholas Borst, Seafarer Capital Partners (Moderator)
• Anna Ashton, Eurasia Group
• Nelson Dong, Dorsey & Whitney
• Thilo Hanemann, Rhodium Group

Related Information

• Security Over Growth: China’s New Economic Approach
• The China Investment Dilemma
• Risks and Opportunities: The U.S.-China Financial Relationship
• How Exposed Are U.S. Investors to China?

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As of September 30, 2022, the Seafarer Funds did not own shares in the entities referenced in the video.