China - Remains a Strategic Investment

Keeping abreast of macro- and micro- economic trends in China is critical for anyone concerned with supply chain issues anywhere in the world. The recent global economic meltdown may tempt market participants to alter their view on China based on narrowing cost differentials, rising protectionism, foreign direct investment (FDI) retrenchment and collapsing consumer demand. These views are largely exaggerated projections of short-term disturbances that will, in the end, not change the course of the long-term trends shaping China’s development and its interactions with the rest of the world.

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