It is also not safe, from a business perspective, to ignore China altogether. Very difficult situation indeed.
From their perspective, is there an incentive to maximize long term profit?
Wait, who am I kidding? Only a handful of shareholders decide the actions of a company, and even fewer know what the company actually does besides money-in = more-money-out. Most just want as much profit as fast as possible, hence the risks taken with China.
Greed is at the root of your conundrum. Put that aside, and you'll see more clearly.