China Elective

Geoeconomics: Case Studies of Chinese Companies Going Global

Not long ago, globalization reigned supreme: companies thrived on outsourcing and offshoring, with market efficiency taking priority over geopolitical concerns. Today, the world has fundamentally shifted, and economic security has become national security. Trade wars, supplychain disruptions, investment screening, sanctions, and outright embargoes now proliferate. The shockwaves have rippled through boardrooms, and writedowns have reached billions of dollars. Welcome to the new era of geoeconomics, where international business strategy meets the geopolitical antagonism of great powers.

Yet uncertainty brings opportunity. As Warren Buffett has famously observed: “fear is the foe of the faddist, but the friend of the fundamentalist.” Those who understand the new geopolitical fundamentals and grasp how great powers reshape markets can strategically capitalize while others retreat in fear. Through realworld business case studies of major Chinese corporations, students will critically analyze how geopolitical disruptions reshape corporate strategy, assess the strategic responses of these firms, and design innovative solutions to mitigate future geoeconomic risks.

The knowledge and skills developed in this course matter not only in corporate boardrooms and global macroinvesting but also in public policy, where the boundary between markets and the state is increasingly blurred. Whether your ambitions lie in economic policymaking, geoeconomic consulting, corporate strategy, or even the emerging role of chief geopolitical officer (now appearing in Fortune 500 companies), this course offers a foundational first step toward the strategic intelligence required to manage an increasingly geopolitical business world.