China vs. India Emerging Showdown

Published on
November 27th, 2017
29 minutes

China vs. India Emerging Showdown

The Expert View ·
Featuring Dr. Jonathan Ward

Published on: November 27th, 2017 • Duration: 29 minutes

China and India are two of the countries where investors currently see the most opportunity. But how will the interactions between Asia’s emerging powers impact how each one develops? Dr. Jonathan Ward, founder of the Atlas Organization, analyzes the relevant strategic and economic ambitions, crystallizing the opportunities for global investors. Filmed on November 20, 2017, in New York.


  • AW
    Anak W.
    23 December 2017 @ 00:59
    I finally understand meaning of the intro animation. That's pretty cool. I've never paid attention to it until this video.
  • MB
    Michael B.
    28 November 2017 @ 12:33
    This guys delivery is terrible. Reminds me of Keanu Reeves in Matrix. I think it will put many people off to keep pushing the highly dramatised interviews. If I want drama I'll go to Netflix.
    • SZ
      SALEH Z.
      29 November 2017 @ 11:24
      Shut it off after 11 seconds sadly I feel geopolitical pieces are pointless when it comes to investing. (George Friedman is the biggest con in that regard)
    • KA
      Kevin A.
      29 November 2017 @ 23:22
      Remembered RV put in a speed control a while back. Finally Used IT!! Much more tolerable at 1.25x. I thought he was reading a bedtime story to a 10 year old.
    • JC
      John C.
      2 December 2017 @ 12:33
      LOL at 1.25x normal speed it's perfectly watchable! :))
  • PD
    Peter D.
    29 November 2017 @ 00:52
    This piece would be great on public television, but here it comes off as juvenile. When analyzing China's military rise, the good doctor leaves out four key issues: 1. America's military spending which is orders of magnitude larger (7x) than China's and includes three major carrier groups operating off of China's coast right now. 2. The fact the US strategists regard the first island chain, linking Japan, Taiwan and the Philippines a chain around China's neck. 3. The fact that a couple of rocket launchers on America's military base in Singapore or Qatar could cut off almost all of China's oil imports. 4. America's containment strategy, which includes bases all around China, and an explicit program to play the "India card," (as if India was a card to be played) in order to form alliances against China. As for economics, telling businesses to "get a China strategy," was all the rage in 1998, today it sounds like an infomercial. Finally, China, like the USSR, has state-managed and massaged statistics. When the USSR fell, and the real data came out, its economy was less than 20% the size it said. Will that happen with China? Who knows. But hedge your bets. *****
    • JC
      John C.
      2 December 2017 @ 12:29
      Good comments/counterpoints. As much as the interview looked sort of 1980s "PBS" style I still got something out of it. Much more than one of the RV research pieces with that guy who maintained China is only protecting itself, has no international expansionary ambitions etc etc. Well you don't build the 2nd biggest blue water navy in the world replete with aircraft carriers unless you intend to project power well outside your home base and/or globally. Like it or not, China & India are going to be a major source of angst from here on out and things could heat up fast.
  • HR
    Hari R.
    1 December 2017 @ 10:12
  • RM
    Robert M.
    1 December 2017 @ 04:35
    Have to agree with several of the comments on the quality of this video. Not only did the presenter sound forced in his presentation, the info was not much different than what I read online everyday. Didn't get a lot out of it.
  • GL
    G L.
    30 November 2017 @ 20:57
    The US playing the India card essentially translates into the US selling more military hardware to an ally. Therefore, if nothing else, the so-called China containment strategy is a convenient excuse to make billions by selling more weapons to friendly nations who may not be so friendly down the line. As for the Indian airforce tender, it is of course going to go to Lockheed Martin for political reasons. Saab are just wasting their time on that one. What China is doing militarily is fairly common sense, and not so surprising when viewed in historical context. I would be surprised if China didn't do anything.
  • JH
    Jesse H.
    28 November 2017 @ 02:26
    While there are a couple of interesting points made here, there is nothing new here for the most part and I’m pretty disappointed. This is a gimmicky, over-dramatised commentary, similar to the World on the Brink episodes. Bland, academic, far too vague and nothing new and actionable here. Please see Daniel M’s note in World on the Brink about getting back to the no-nonsense classic style of media and presentations. That will be much more effective, and I’m quite sure, greatly appreciated by my fellow viewers. Please remember, many of us joined RV to get in-depth thoughtful info and analysis on the world of finance and investing, and to get away from traditional finance / investing media. You are veering in the latter’s direction these days. Please go back to your bread and butter...your signature strength of thoughtful, undramatic, in-depth interviews. Many thanks.
    • JH
      Jesse H.
      28 November 2017 @ 02:29
      Consider taking a page out of Apple’s book. Make 1 product (or maybe 2), and do them really, really well. You don’t need to do lots of things well - do 1 thing excellently.
    • BA
      Ben A.
      28 November 2017 @ 12:07
      I completely agree! Each to their own and all that, but it's the interviews with folk like Russell Clark, and other really deep thinkers that give RV the edge. I would rather have quality over quantity. Cheers.
    • RL
      Radu L.
      28 November 2017 @ 13:31
      I had the same initial thoughts regarding how RV are steering their "product menu". You are suggesting Apple, though they seem to be going down the Amazon path. Trial and error, trial and error, constantly inovate, constantly fail and the natural survivers (products, materials) will become obvious as time passes on...
    • MM
      Mark M.
      29 November 2017 @ 10:57
      Agree with comments below. RV has lost its way the past few months...
  • GM
    Greg M.
    28 November 2017 @ 17:33
    He sounds like a cross between Keanu Reeves and Patrick Bateman. There is no way the USA will let India be a competitor in military manufacturing unless it is controlled by the USA military industrial complex.
  • js
    jacob s.
    27 November 2017 @ 22:59
    ive been asking this for like a few videos now... WHAT PIANO SONG KIND OF SOUNDS LIKE THE INTRO PIANO SONG??
    • RM
      Richard M.
      28 November 2017 @ 16:52
      Some of the video clips from this segment are the same as used in Dee Smith's series (so it would appear to have been developed by Dee's video production group). You might direct the question to Dee regarding the theme music.
  • MB
    M B.
    28 November 2017 @ 16:27
  • VS
    Vaibhav S.
    28 November 2017 @ 14:45
    This is useless. A summary of NY times reporting on China and India. The right approach would have been to 1) get a big Chinese investor who has experience investing in India (someone like Hillhouse) and/or 2) an EM manager who has a record of deploying capital in both countries and 3) a political analyst from a regional think-tank. This BRICs hangover is not productive.
  • TB
    Tim B.
    28 November 2017 @ 14:24
    What a thoroughly outstanding piece. As someone familiar with this field, he nails all the key points of China's rise vis-a-vis India, and does exceptional analysis of how the geo-political affects the economic. I noticed other commenters feel this isn't actionable. I disagree. Certainly this kind of piece does not inform for short term trades. But it does provide important context for big picture, long-term trades. For example, it buttresses Raoul Pal's earlier (also excellent) piece on Adhaar in India. One point where I would agree with another commentator, is that the piece is a bit over-dramaticized. Excellent analysis doesn't need gimmicky music. It can stand quite well on its own. Cheers
  • cd
    chris d.
    28 November 2017 @ 14:20
    Good content - needs to work on delivery - his tone is very monochromatic
  • JL
    John L.
    28 November 2017 @ 09:29
    I was just waiting and waiting for him to talk about Raoul's fav topic, Aadhaar.
  • AS
    Amit S.
    28 November 2017 @ 03:24
    Whenever there is talk of China & India, I am reminded of this quote - 'China is running a sprint whereas India is running a marathon, once the sprint is over China will have no more to run.'
  • TS
    Tyler S.
    27 November 2017 @ 20:51
    ok, interesting information, but the fine Dr. needs to work on his speaking skills. best of luck to you
    • RD
      Ryan D.
      27 November 2017 @ 22:52
      Agreed. If you are going to talk like you read, let me read it so I can get through it faster. This should've been on Think Tank.
    • WA
      William A.
      28 November 2017 @ 02:51
      And the reading is arduous with the font provided for the text!
  • LY
    Leo Y.
    28 November 2017 @ 00:30
    The "Doctor" seems don't know about military spending as a percentage of GDP when he is trying to compare two countries. So biased opinion, I though I was watching an Indian Propaganda TV.
  • SR
    Steve R.
    27 November 2017 @ 22:07
    I find it interesting to note from all the content published about China the continual references to and use of the word "control". Now whilst every country wants to expand and grow its economy etc, it's the way you go about it that's the key, and in particular the public (and global) perception to it. In this respect (and IMHO) China is running a PR disaster, as the "perception" is that it's going around the world using its power and influence (economic bullying) to plunder the world's resources for its own insular ends, and to influence political thinking in countries to favour China. These days you can't say anything negative about China without the state media branding you as "anti-China". Yet it's a closed shop for foreign companies trying to do business in China, again the perception is that it's a one-way street. Not really the best way to get the rest of the world on your side.
  • SR
    Steve R.
    27 November 2017 @ 21:24
    I get the impression from this piece that "China wants to control everything everywhere", continually protect and extend its own interests while blocking and stifling any competition from foreign companies in its own markets? So in the long term you can see the US and India teaming up against China?, not sure this will end well. Interesting views.