• Edward Lehman

China Opportunities for Europe

To the EU policy wonk in the street, picking sides in the US-China trade war may seem a no-brainer. After all, EU countries overall export twice the percentage of their GDP to America than to China, 2.5% to 1.3%.

But to the EU businesses whose taxes pay for wonkery, side-picking is unproductive. Even moreso, now that both the EU’s & China’s unelected officials have concluded a Comprehensive Agreement on Investment, giving Europeans unprecedented market access.

On the manufacturing side, gone are JV requirements for: conventional and new energy autos, other transport, chemicals, and healthcare equipment.

On the services side, JV strictures are lifted from cloud, real estate, and private hospital services, to list the highest-growth-potential, but not all, of the enhanced access bon bons.

“Sure, let’s go to China and get our IP & tech copied,” comes the justifiably cynical response.

To clear the jaded eye, China also promises that its SOEs will operate solely in commercial interest, that forced tech transfer is a thing of the past, and that EU companies will enjoy equal access to regulatory and administrative bodies.

“We hope that EU companies considering China aren’t too caught up in the trade war drama,” says Jimmie Jeremejev. “They should focus on the abundance of new opportunity being offered them as a result.”

2 views0 comments

Recent Posts

See All

The Class is Half Full

Chinese students are back in class (mostly), but China is still backing online education as the way forward, a cornerstone of the CCP’s vow to ‘completely modernize’ its education system by 2035. Seco

HNA - Holding No Assets

There are two ways to take HNA's current state of dismal receivership: 1. as a reason to reinforce the simple man's risk-off China stance, or2. as confirmation to do some semi-robust DD before buying

When the Chips Are Down…

Experienced snackers know that a bag of chips is only 40% full. The rest is stale air. So why do western pundits fret about China’s supposed lead in chip sufficiency? Surely it can’t be all the PR abo

Contact Us


10-2 Liangmaqiao Diplomatic Compound

No.22 Dongfang East Road Chaoyang District


(86) (10) 8532 1919

Copyright ©2020 LEHMANBUSH