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De-Risking US Securities Investment in China
Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
Partner
Thilo Hanemann is a Partner at Rhodium Group and leads the firm’s work on global trade and investment.
ChinaThilo supports the investment management, strategic planning, and policy analysis requirements of Rhodium clients within his fields of expertise. He is also a Senior Policy Fellow at the Mercator Institute for China Studies, Europe’s biggest China think tank, located in Berlin.
Thilo’s research focuses on new trends in global trade and capital flows, related policy developments, and the political and commercial dynamics of specific transactions. One of his areas of expertise is the rise of emerging economies as global investors, and the implications for host economies and the global economy. His most recent work focuses on the evolution of China’s international investment position, and the economic and policy implications of this new trend.
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Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
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The US is experiencing a post-pandemic boom in FDI, but Chinese companies are notably missing from the party.
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The proposed approach targets a smaller set of technology categories, but uncertainties in the regulatory draft language raise questions about its ultimate scope.
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The reality of China’s FDI trajectory since the start of the COVID-19 pandemic is more subdued than official figures suggest.