Capital Allocators – Inside the Institutional Investment Industry cover image

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

China's Emerging Challenges

This chapter examines China's geopolitical and economic landscape, highlighting significant hurdles such as energy dependency, demographic issues, and the middle-income trap. It also discusses the evolving investment opportunities in critical technologies while addressing Taiwan's pivotal role in semiconductor production amid shifting U.S. national security strategies.

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