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“I think geopolitics was always there,” he says. “Boards would ask: are we investing in China or India? Can we get our money out? What’s the risk? It was always on the table. “You couldn’t ignore it, but it’s now a front and centre issue in terms of investment plans, and I think we’ve seen over the past two years in our survey CEOs raising that issue as a growing risk.” The central importance of geopolitical risks is evident from the fact 87 per cent of Australian CEOs in the survey said they were focusing on “markets where our home...
