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Geopolitics and markets in 2024: Brace for the unpredictable

Investors should prepare for geopolitically induced volatility, and hedge their portfolios via diversification and assets like oil and gold

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    • Taiwan remains a critical player in advanced semiconductor manufacturing. But the US is also trying to diversify semiconductor production out of Taiwan into the US and the markets of its other allies.
    • Taiwan remains a critical player in advanced semiconductor manufacturing. But the US is also trying to diversify semiconductor production out of Taiwan into the US and the markets of its other allies. PHOTO: REUTERS

    Kelvin Tay

    Published Tue, Dec 5, 2023 · 05:10 PM

    GEOPOLITICS is set to play an outsized role in 2024.

    Geopolitical tensions are ratcheting up again with renewed force, following Russia’s invasion of Ukraine in February last year, Hamas’ attack on Israel this year and the new uneasy equilibrium between China and the US. Such tensions are already affecting trade and financial flows, as well as asset prices.

    Looking ahead, the growing fault lines between two major blocs – the Global South versus the West – will have major implications for the macro and investment outlook of both developed and emerging economies.

    CIO CornerGeopolitics

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