The rise of China will undoubtedly be one of the great dramas of the twenty-first century. China's extraordinary economic growth and active diplomacy are already transforming East Asia, and future decades will see even greater increases in Chinese power and influence. But exactly how this drama will play out is an open question. Will China overthrow the existing order or become a part of it? If anything can the United States do to maintain its position as China rises? What level of economic separation will develop between the world’s two largest economies? How much will businesses need to change in their business model—from the customers they target, the products and services they offer, their overall supply chain, and even their capital structure and ownership? The next stages of this transition will play out over 2019 in ways that cannot be fully anticipate, but without doubt, uncertainties will lead to lower levels of long-term investment by businesses in 2019 and to greater levels of volatility in market growth and in the valuations of many kinds of assets. It will be a year for prudent conservatism in many areas, combined with a readiness to make big, bold bets if on when one-time opportunities arise.

Aims and Scope:

1. Global Leadership
2. U.S. Versus China
3. East Asia
4. Economic growth
5. Superpowers
6. Investment
7. Competition