Strategy Note /
Global

China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

  • China is far weaker militarily than US and, for now, this mitigates risk of conflict in hot spots across Asia, eg Taiwan

  • But by end-2020s, this gap in regional capability may shrink as China expands its military spend and navy, in particular

  • East Asia's export-led growth is reliant on US market access and unrestricted sea access; our 9 charts explain

China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
26 January 2021
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