Singapore hosted the Asia Financial Markets Forum in October 2022.
I joined a panel alongside David Dredge, Johanna Chua, Sian Goh and Heng Koon How as moderator.
The panel topic was ‘Navigating Geopolitics in Multiple Theaters’ and needless to say there were many recent geopolitical tensions to consider.
In the last few years geopolitics rivalry between US and China has dominated our markets but in 2022 plus the war in Ukraine has caused a vastly different scenario in real commodity shortage and raising inflation and now structural tensions between China and Taiwan with the US moving directly into the foreground. What form will it take and what are the flashpoints for the tension to blow up. What are some of the smart ways that investors can position for this trend and what are the contingency that needs us in the Markets need to prepare for?
Full panel discussion available below – please enjoy.