APAC Regional Webinar: The Global Geopolitical Order in the 2020s

Matt Gertken
Ritika Mankar, CFA

Investors face a dangerous combination of events this year driving geopolitical risk: pandemic, recession, and a consequential US election. Tensions between the US and China are the most important for global investors. Will Trump return to sweeping punitive measures? Will China lash out against its neighbours? How will India, Europe, Russia, and other major markets respond?
• The US is seeing “peak polarization” in the 2020 election cycle, and President Trump is no longer favoured for re-election.
• China’s post-Mao economic boom has come to an abrupt end, depriving the ruling party of one of its pillars of legitimacy.
• The US and China are blaming each other for their domestic ills, accelerating strategic conflict and economic divorce.
• India stands as the premier beneficiary of the US-China conflict – as long as its economic development is not derailed.
• Investment risks and opportunities flow from this critical geopolitical dynamic.

This is an archived recording of a live webinar that took place on 15 May 2020.