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Kathleen Weber's avatar

"Xi explicitly told delegates that the "Thucydides Trap" is not inevitable."

This is a very weak statement— possibly even counterproductive. Because when you say something is not inevitable, you are still viewing it as possible.

I think it would be more helpful and more accurate for both China and the United States to state that the vast majority of their peoples and both governments do not wish to enter into violent conflict with each other. And that it is fervently hoped that this atmosphere of goodwill will never be abandoned. That would be a statement that would greatly reassure the vast majority of people and nations in the world.

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Alex Rudnicki's avatar

Robert, I agree with your point that the Chinese EV space is becoming too crowded with strong competition.

Are there any Chinese ADRs that you are considering as picks and shovels plays on the EV transition? Maybe renewable energy infrastructure or battery providers for the China market?

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