How the US-China Rivalry Is Reshaping the Global Economy with Neil Shearing
How the US-China Rivalry Is Reshaping the Global Economy with Neil Shearing  
Podcast: Merryn Talks Money
Published On: Mon Oct 20 2025
Description: Neil Shearing, group chief economist at Capital Economics and author of The Fractured Age, argues hyper-globalization is giving way to a world split into US- and China-centric blocs, reshaping trade, technology, and security. He explains why de-risking will likely be concentrated in strategic sectors (chips, batteries, biotech), bringing more volatile inflation and new portfolio implications—from being cautious on China exposure to watching critical minerals and long-run AI-driven U.S. tech.See omnystudio.com/listener for privacy information.