Gave: Russia's Ukraine struggles deter China from invading Taiwan
Louis-Vincent Gave · Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) · Apr 25, 2022 · at 45:03
Gavekal CEO Louis-Vincent Gave discusses the geopolitical impact of the 2022 Russian invasion of Ukraine on China's military calculus regarding Taiwan.
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“And I would say that the sanctions that Russia has been hit by, the struggle that their army has had, if anything, it really highlights to Xi Jinping that the risks are really pretty big. It'd be a hell of a dice to roll to go ahead with this. So in that respect, I could say that this is going to sound callous, but If you want to look for a silver lining to this horrible Ukraine situation, perhaps this is it. If ever Xi Jinping had thought of invading Taiwan, he'll now think twice and three times and four times.”
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