Dear readers,
I’m so excited to share with you my first Op-Ed for The Wire China titled “The Dilemma of the China Shedding Strategy”. The publication has long been my trusted source for insightful analysis on China's global business influence, and it’s a personal milestone to be able to share my thoughts on The Wire China.
My piece focuses on Hillhouse and GGV’s “China Shedding Strategy.” I first wrote about this idea in the context of Temu and Shein downplaying their Chinese identity.
I argued that the best way to defend corporate reputation is to shape those ideas and play offense. Actions must ultimately match the perceived reputation, but as you will read in the Op-Ed, that’s often not the case.
In a nutshell, the funds' are pursuing a"China Shedding Strategy" because of the following reasons:
Shifting allocation and investment priorities of US institutional investors like pension funds
New proposed U.S. restrictions on investments in Chinese techn…
