A new report from the UK based Economist, titled "China v America, The end of engagement, How the world’s two superpowers have become rivals" is worth reading. Key quote:

For the past quarter century America’s approach to China has been founded on a belief in convergence.... Today convergence is dead. America has come to see China as a strategic rival—a malevolent actor and a rule-breaker

Whether one is 'pro-China', 'pro-America' or against the whole thing, this growing rivalry is already and will continue to have a significant impact on the industry and individual businesses. Agree? Disagree? Thoughts?