We establish that the ongoing US-China trade war is part of a much larger geopolitical rivalry that can have profound consequences to the investment world. This could include a disruption of the flow of goods and capital, the de-pegging of the Chinese yuan, global inflation, and countries being forced to pick a side in this conflict. We see opportunities in Indonesia resulting from shifts in global supply chains and precious metals as a play on higher inflation in the coming years.
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We establish that the ongoing US-China trade war is part of a much larger geopolitical rivalry that can have profound consequences to the investment world. This could include a disruption of the flow of goods and capital, the de-pegging of the Chinese yuan, global inflation, and countries being forced to pick a side in this conflict. We see opportunities in Indonesia resulting from shifts in global supply chains and precious metals as a play on higher inflation in the coming years.
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