Hit the Road Jack: the China Factor

As global competition reshapes markets, North America faces strategic decisions around foreign investment, industrial policy, and supply chain resilience. The growing presence of investment from outside the region is transforming key industries and raising concerns about market access, tariff circumvention, and strategic dependencies. At the same time, these investments are contributing to job creation, industrial development, and expanded production capacity across the region. This session assessed how these dynamics are impacting trade, manufacturing, and investment decisions in North America. Speakers examined the risks and opportunities for businesses, the regulatory responses taking shape, and the potential for the U.S., Mexico, and Canada to align strategies that protect critical sectors while keeping the region competitive. SPEAKERS: Jorge Gonzalez Henrichsen, Co-CEO, The Nearshore Company Valeria Moy, Director, IMCO Glenn Hamer, President and CEO, Texas Association of Business Julián Ventura, Former Undersecretary of Foreign Affairs, Mexico; Former ambassador of Mexico to China Jason Marczak, VP and Senior Director, Adrienne Arsht Latin America Center, Atlantic Council.