[PorterDuff]

I suppose that the worst case scenario is that the bond market gets involved. Ugly.

OTOH, maybe it's better to have a small conflict early rather than a large one later.

[Mirioron]

The worst case scenario is that tariffs and other measures against China slow down their economy enough that their real-estate bubble pops. The results of that could easily be political.

[johntiger1]

It's not early friend :(

Having said that, with the amount of Chinese wealth overseas I think there is a vested interest in keeping the status quo

[neuronic]

Why are you confident that this isn't already "later"?