JANUARY 2021 / NO. 1

Who is really playing the game?

“Why will the listings of China Mobile, China Unicom, and China Telecom be stopped at the New York Stock Exchange in January 2021?
The Trump administration has decided that the listings of China Mobile, China Unicom, and China Telecom must stop in January 2021. It’s expected that President Joe Biden will not change this action. Reason is that these Chinese multinationals are connected and controlled by the Chinese Army. The market value of these three telecom companies dropped in December 2020 with US$ 50 billion. A similar decision has been taken on Huawei last Summer, however also in the UK, Sweden and Australia. In addition the global leading “Index Trackers” FTSE Russell and MSCI have dropped numerous listings of Chinese companies.

Investment Agreement China – EU

End of December 2020 the initial agreement on investment programs between Cina and the EU became effective: A level playing field of discouraging state subsidies, of the forced transfer of knowledge and technology, of protectionism, of IP, of the conditions of the International Labour Organization (ILO) and beyond. End of 2021 / early 2022 this agreement might become effective. However, we have to be critical because China should already have conformed to the ILO at the time of becoming member of the WTO in 2001. So every business must be very critical on this new agreement. This implies a crucial role for strategic intelligence professionals to secure their future business.

What’s the impact for Strategic Intelligence professionals?

The job of strategic intelligence professionals is always vigilance. These guys challenge the assumptions and the per-suppositions. They use unique intelligence-based analysis tools. They convince there bosses not to be naïve. They have skin in the game. They are paranoid in a positive sense. They are Masters in Early Warnings. They deliver perspectives based on facts. They are able to manage the zero-risk biases. Concerning the future opportunities in trading with China they create the insights and foresight in “supply chain intelligence“. In our International Master Class Strategic Intelligence we train management what, how, why and when to do this.
“China, under the existence of the Communist Regime, can never be trusted, neither ever be taken at their word. Any lie is a lie, and any truth is a lie. They are masterminds at disinformation and misinformation”, Cyrus Parsa


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