New Economic World Order? Industrial Policies & De-Risking From China | When Titans Clash 3 - Part 2

USA, India, Europe, China - all of them are pursuing industrial policies in earnest, as de-risking with China deepens. What are the consequences of a new subsidy arms race, and how will it shape a new economic world order?

In the United States, we examine how a slew of recent policies have lifted the domestic economy but complicates developments elsewhere. In China, we look at how government action has created some of the world’s largest battery and green tech companies. In India, we analyze if it could replace China as a manufacturing powerhouse. In Indonesia, we see how Chinese, South Korean, and Western companies work together to process nickel and build electric vehicles- demonstrating that in a world divided by geopolitics, there is still much need for collaboration.

WATCH MORE When Titans Clash

00:00 The end of globalisation?
01:41 TSMC's new semiconductor factory in the US
05:26 Protectionism and new US industrial policy
09:33 International semiconductor subsidy arms race
10:56 China's rapidly growing green tech sector
15:34 China scales up 'assembly line model' to its cities
17:05 China's de-risking actions?
21:52 De-risking's detrimental effects on Southeast Asia
23:40 International companies move manufacturing to India
26:18 China vs India: How do they compare?
33:03 Global powers woo India
35:40 Nickel mining in Indonesia
41:23 Indonesia's electric vehicle ambitions

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About the show: As de-risking deepens, China’s economy loses billions in investments. Is this the end of made-in-China, and the rise of new manufacturing powerhouses like India and Mexico? What is the new form of globalization that is emerging?
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#CNAInsider #WhenTitansClashCNA #USA #China #India #Indonesia #Economy #EVs #Battery

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[jjbully]

What China is doing to moving up the value chain and produce higher value added stuff, not de-risking. US and Europe are always making up stories that China is doing the same thing they do, e.g. debt-trap and colonialism and genocide

[vanveakrin]

FoxConn escapes from the INDIAN TRAP FAST just in time before the Indian Trap closes in ..

[LexyDesperado]

Can you imagine how wonderful life would be if the entire world was governed with wisdom by Xi and China! No more problems only Win Win for everyone!

[jvs]

What this documentary series fully displays is how brilliantly China approaches everything from a large grand overview of things, while the U.S. does things in a fragmented private for profit interests. There is a master planning long overview by China. The U.S. does things in an reactionary fragmented way, and reacts by trade wars, sanctions, attempting to create conflicts rather than actually developing a long term grand national/industrial plan to develop a future framework to be a legitimate global competitor. You can call the U.S. “Tanya Harding” as it resorts to trying to knee-cap its competitors to keep them from advancing rather than developing a serious competitive agenda. The U.S. military seems to be its only tool, when a hammer sees everything as a nail

[stevenliew]

This Video is very much anti-China, pro-US and pro-India.

Apple in India was a poor investment in India and same like many so many others.

India Government has a very " compulsive " robbery tendency.

This video also forgotten about ASEAN which will not de-couple in manufacturing or for that matter trade.

Those who have not been following global geo-political narratives will definitely be hood winked by this video.

[templar]

Manufacturing coming back to the USA will increase inflation in the USA. Outsourcing manufacturing in China is still profitable and cheaper. But security wise is making the USA vulnerable.

[urimtefiki]

India has a great potential with the young generation, companies can build their factories there.

[MILABRRA]

GREAT VIDEO CNA THANKS FOR THIS SEREIS

[patrickdgarez]

Excellent doc. Thank you to the CNA team.

[sheik.]

Hr hr 😂😂”we don’t play politics, we welcome everyone, from the east, west” . Politics is destroying the world indeed, and poorer countries are going to suffer most.

[movingwind]

very good episode from different angles from the world

[CautionCU]

Good luck to everyone and hoping for a peaceful rest of the century

[vanveakrin]

THAI Car Factories are preparing to convert diesel engine to electric battery power car productions to cater for market changes and for exports..

[MetaView]

Now you know why the Southern border is porous - They need the workers to fill the factories.

[buddybuddy]

There is nothing wrong with "de-risking". We all should de-risk, just sound risk management. We are looking at two ways of de-risking: (1) by coupling together such that no one would want to rock the common boat; (2) by de-coupling from each other such that one is free to rock the other boat.

[marktrinidad]

The Americans seems it wants to derisk not just in China but the entire world. Glad they are making the first steps in derisking their trade from Asia.

[eclipsenow]

Russia invaded Ukraine and the EU suddenly realised how dangerous it was to be addicted to Russian gas. "De-risking" from China is the same. Energy is national security. If a super-power like the USA cannot build their own wind and solar and computer chips and EV's - and the country they depend on suddenly invades Taiwan - where does that leave them? "Friend-shoring" is national security, period!

[vidhanrana]

May I suggest you something, stop using old slum shots to describe India, true that some parts of the cities do have slums but it's equally true that it's a tiny fraction .. spend some amount of money to buy some.better footage that objectively represent modern India.

[arbaz]

Thank you for this two-part amazing documentary series❤.Keep it up 👍

[louistan]

Every country outside the G7 and the EU is de-risking from the US$. This means no more investments in US Treasury Bills, property, and industries. And no more joint ventures.