Drawing on nearly four decades of personal and professional engagement with Asia, this session will present the contrarian view that geopolitical risks and uncertainty play to China’s strengths compared with the US and that China represents great investment and security opportunities for Australians. Successive Australian 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.
