As the West and Japan pursues a policy of derisking from China, China’s economy loses billions and foreign investments into the mainland become negative for the first time since 1998. Are we witnessing the end of madeinChina? Or is this the beginning of profound shifts in China towards green tech, high tech, and a more serviceoriented economy? With major multinationals pursing a “in China for China” strategy; whilst others double down on the diversification of supply chains, this documentary analyzes the complex business trends unfolding, and what it means for the world’s second largest economy.
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00:00 Introduction
01:44 National security concerns across industries
05:44 Derisking mean decoupling from China? Why now?
10:35 Security or economy, which comes first?
14:03 Mexico's manufacturing sector driven by Chinese investment
21:26 Manufacturing moving out of China
26:17 Tesla opens megafactory in China to sell to China's domestic market
32:48 China now the world's largest car exporter
37:52 How did Chinese EV makers go from near bankruptcy to booming business?
40:35 Europe to investigate China EV companies
43:55 Can the world derisk from China green tech?
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About the show: As derisking deepens, China’s economy loses billions in investments. Is this the end of madeinChina, and the rise of new manufacturing powerhouses like India and Mexico? What is the new form of globalization that is emerging?
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