The era of CCP economic rise is over. Middle income trap and aging demographics dictate as much. CCP will now have to contend with
- internal turmoil
- political infighting
- encirclement by democracies (India, Japan, Australia, US, UK, Canada, France, South Korea, Taiwan). Once Merkel is out in sept 2021, Germany will be onboard
- negative sentiment from most of population in the world due to covid
- exploding debt/bankruptcies
- lack of efficient feedback loops to self correct, as dictatorship has little of that. Thus Jack Ma is no more.
If you have a foreign commercial presence in China, expect
- kidnapping of executives (for layoffs, unpaid bills)
- no delivery for paid merchandises
- seizure of molds/machines/factories (nationalization)
- seizure of tangible assets (nationalization)
- trademark/copyrights given to Chinese entities
with no recourses.
- internal turmoil
- political infighting
- encirclement by democracies (India, Japan, Australia, US, UK, Canada, France, South Korea, Taiwan). Once Merkel is out in sept 2021, Germany will be onboard
- negative sentiment from most of population in the world due to covid
- exploding debt/bankruptcies
- lack of efficient feedback loops to self correct, as dictatorship has little of that. Thus Jack Ma is no more.
If you have a foreign commercial presence in China, expect
- kidnapping of executives (for layoffs, unpaid bills)
- no delivery for paid merchandises
- seizure of molds/machines/factories (nationalization)
- seizure of tangible assets (nationalization)
- trademark/copyrights given to Chinese entities
with no recourses.