Strategy Note /
Global

Xi Jinping and key person risk in emerging markets

  • Rewriting historical interpretation paves way for Xi's retention of power in a third presidential term and beyond

  • Since 2012 68-year-old Xi has sidelined rivals, scrapped president term limits, enshrined his ideology, neutered tycoons

  • Xi is the prime example of 'key person risk' but there are other cases in EM: eg Bangladesh, India, Saudi and Turkey

Xi Jinping and key person risk in emerging markets
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
12 November 2021
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