The upside of geopolitical uncertainty

IN AN era of rising geopolitical uncertainty, it is tempting for investors to succumb to pessimism. But look closer and there is more to be excited about than you might think.

This year will be marked by critical elections and higher odds for many negative geopolitical outcomes. Fear of escalation of the conflict in the Middle East is growing, while the outcome of the election in Taiwan sets the stage for potentially more discord in China-US relations. More aggressive rhetoric coming out of North Korea is raising concerns over a potential war with the South.

Unnerving as the developments may be, they should not be viewed solely through the lens of risk mitigation. Why? Because risk in one part of the world often brings opportunity in another – and not just in the Global South, but in the West too. You simply need to know how to spot the dynamics playing out.