Professional Documents
Culture Documents
Due Diligence, A Brave New World
Due Diligence, A Brave New World
Geopolitical risk
- Geopolitics no body worries about 7 years ago, but now this is part and parcel.
- Any China deal – look at geopolitical risk, regulatory risk before you look at any other things.
- Can no longer say it wont happen, need to prove assumptions as to why it wont happen
- A lot of sectors are also exposed to china because of the amount of business that happens in
or with China
- But also means there’s opportunities so must be thoughtful around thinking about themes
with conviction
- But cannot just say it’s a catch all, each risk and opportunity is very specific and cannot just
put a general noise and headline about China on China deals which is unhelpful
- But not possible to ignore China either because of GDP output or capital allocation