Tim Ash: Why did the West get Russia so wrong? And could we be making the same mistake with China?

Source:Tim Ash blog Date:23Sep2023

And are the same mistakes possible when it comes to China – absolutely. Western business interests are similarly invested up to the hilt, and appear active in lobbying to remain engaged and invested. Are they asking the right questions, are they able to table the right questions to the right people? Unlikely. Can they “be in the know”? Also unlikely. I hope for their own sakes that they have set stop losses and could still exit if need be.

Interestingly, I now see those very same “Fortress China” economic policy settings as we saw in Russia from 2015 onwards –

 

 

 

A days of our future past view of geo-politics by Tim Ash