Navigating China’s Economic and Geopolitical Crossroads: Implications for U.S. Boards Amid Tariffs, Supply Chain Shifts, and Policy Uncertainty

Given the recent escalation in U.S.-China trade tensions—including sharply increased tariffs, ongoing economic uncertainty, and China’s evolving domestic policies—directors of public, private, and not-for-profit organizations face a complex risk and opportunity landscape. The topic should have helped board members understand not only the immediate impact of tariffs and trade restrictions, but also the broader strategic shifts in China’s economy, technology ambitions, and global positioning.