Drawing on nearly four decades of personal and professional engagement with Asia, this session will present the counterview that China, not the US, represents the greatest investment and security opportunity for Australians, and that successive governments have allowed strategic anxiety to crowd out economic judgement, to the detriment of the national interest. It will question investor groupthink on China and whether underweight positions misprice both the geopolitical risk and the growth story on the other side of it.
