China is a simultaneous threat and an opportunity for investors. This session, with insights from one of the world’s foremost experts on geopolitics, looked at how to navigate a worsening geopolitical situation and what it means for economic growth. Is the current course a steady state, or are big shocks, for the better or for the worse, possible and even likely?

Stephen Kotkin, John P. Birkelund ’52 Professor in History and International Affairs, Princeton University

Moderator: Colin Tate AM, Chief executive, Conexus Financial

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