Peter Alexander: China | America's Fiercest Competitor or Enemy

The Competent Investor · Sep 23, 2026 · 53m

Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the nuance of China’s strategic direction. He was prompted to speak publicly by a sense of civic duty, seeing a need for a more balanced, non-conventional perspective amid a debate dominated by collapse narratives or hegemonic rivalry.

Alexander traces the shift in American attitudes from indifference to resentment after the 2008 global financial crisis and the Trump era, noting that China’s resilience-focused policies—like massive debt…