In this two-part series, we explore the investment implications of China’s astonishing rise
Aug 11, 2021
Chapter 2 of 'Investing in the West in a China-led world' - Understanding what China wants from the West – and how its international shopping list is likely to change over time – can help investors identify which Western companies are more likely to benefit from the tailwind of Chinese growth, and which may find their exports dwindling as China pursues its policy of self-sufficiency.
Chapter 1 of 'Investing in the West in a China-led world' - Aside from commodities and a few specialist items, China wants little from the world beyond its borders. This has presented challenges for Western merchants seeking to tap into this vast market for centuries.
Chapter 3 of 'Investing in the West in a China-led world' - We explore China-related themes that may impact international investment portfolios, and suggest examples of the types of Western business that may stand a better chance of prospering in a China-led world.
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