November 2022 / VIDEO
China—The Interplay of Policy, Growth, and Geopolitics
How a slowing domestic economy, more restricted market access, and rising geopolitical tensions have dominated the agenda in China.
- Understanding the situation China is in today requires analysis of the policy around the housing sector.
- Taiwan is not a black-and-white situation, and there continue to be offramps, but risks are rising.
- Near-shoring and greater opportunities for frontier markets moving up the value chain mean that China’s slowing isn’t all bad news for the global economy.
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