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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About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.