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Daniel Rosen

China is shifting from riches to risk

Without reform, China faces a long-term growth stall. Investors in the country may have to start thinking very differently.

Western nations and companies have many China worries this year.

Operational risks doing due diligence, geopolitical risks flowing from Sino-Russian friendship amidst the war in Ukraine, Taiwan scenario risks, technology and data decoupling risks, and the commercial risk of losing ground to Chinese competitors are all ongoing concerns, some or all of which are problems for most Western businesses.

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Daniel Rosen is founding partner of economic research firm Rhodium Group.

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    Original URL: https://www.afr.com/world/asia/china-is-shifting-from-riches-to-risk-20230616-p5dh2l