China and America in 2026: Markets, Power and the Next Phase
Event Description
As 2026 begins, the US-China relationship is being shaped by a mix of strategic rivalry and periodic attempts at stabilisation, with trade policy, technology controls and geopolitical flashpoints continuing to set the tone. Over the past year, tariff escalation has repeatedly been followed by negotiation.
Asia Scotland Institute is delighted to welcome back Dr Yizhe Daniel Xie, Global Macro Economist and Strategist, following last year’s packed discussion in Edinburgh on China’s challenges and opportunities under a second Trump administration. In this session, Daniel will connect geopolitics to markets, looking at what the evolving balance of power means for capital flows, technology competition, the Taiwan question, and whether Chinese assets are becoming more investable or simply more complex to price.
Key Topics:
- US-China power dynamics in 2026, and what policy signals matter most for markets
- Taiwan risk, regional security and how markets price tail risks
- China’s domestic headwinds: property, jobs, weak consumption and confidence
- Capital markets and investability: what would need to shift for a sustained re-rating
- Technology and industrial policy: chips, EVs, AI and the next phase of restrictions and responses
Speaker
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Dr. Yizhe Daniel XiePortfolio Strategist/EconomistDr. Yizhe Daniel Xie is a portfolio strategist/economist and a non-resident fellow at the Center for China Globalization (CCG). His career spans several prominent institutions across Asia and Europe, including SPX Capital (macro hedge fund) in London, the Asian Development Bank Institute in Tokyo, Goldman Sachs in Beijing, and Industrial Bank of Korea Securities in Seoul. He has also held visiting positions at think tanks in the US, India, Indonesia, and the Philippines. Beyond academic and policy research, his insights have been widely published in various news and policy outlets across the Asia-Pacific region. Xie earned his PhD from Waseda University, Japan, and pursued studies in economics and finance in China, Japan, Korea, and the UK. During his doctoral studies, he was a visiting PhD scholar at the London School of Economics. He speaks Chinese, English, Korean, and Japanese.