Two Sigma’s APAC CEO Kenny Lam will speak Tuesday at World Economic Forum's 2024 Annual Meeting of the New Champions in China. If you’re attending, join Kenny's discussion on how fragmentation poses challenges and how finance leaders can reinforce cooperation on global consensus at a moment of rising geopolitical complexity at 5:30 pm CST on June 25th. Learn more: https://lnkd.in/gpZr7NuM #AMNC24 #WorldEconomicForum
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Check out my blog post on "Geopolitical Tensions on Markets" http://wix.to/uYjREVI
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In a new era of “higher friction” in geopolitics, the US and China represent the 21st Century’s most important bilateral relationship to date. Join us at the next webinar by Global Markets Division for Asia where Tom Joyce, Managing Director and Capital Markets Strategist, will share key insights from his recent three-volume publication series on the economic footprint and impact of the two of the world’s largest economies. Register here: https://lnkd.in/grK5p6Aw #MUFGGlobalMarkets #USChina
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Is intensified geopolitical rivalry rewiring global value chains? Global Trade Alert founder Simon J. Evenett finds that the data is lacking, which is contributing to "misleading narratives" "The risk lies in overgeneralising trends in geopolitics based on US corporate responses," writes Evenett in the latest edition of the East Asia Forum Quarterly. Link: https://bit.ly/3VW41sk #Trade #Geopolitics #SupplyChains #TradeWar #Industrial Policy
Remaking supply chains
https://eastasiaforum.org
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🚨 Publication alert! A new white paper published by the World Economic Forum draws on interviews with senior executives on how international businesses perceive evolving #geopolitical dynamics and react to it. 🌏 🚢 ❓ How can policies be designed to attain geopolitical goals through means that do the least harm to cross-border commerce? Here are 10 recommendations for policy design to navigate rising geopolitical tensions for globally engaged businesses: https://lnkd.in/dTdV9_3n Simon J. Evenett, the founder of the St.Gallen Endowment for Prosperity Through Trade, also discussed this topic extensively in an Agenda blog on why geopolitical rivalries are costly for global businesses: https://lnkd.in/d3HWBpVR Nicolai Ruge Simon Lacey #industrialpolicy
Geopolitics and international trade
weforum.org
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Our latest Weekly Investor Research is out now. In this week’s edition: ➡ Economic data and price action last week highlighted some of the big macro divergences from 2023 ➡ Geopolitical risks increased again in the Middle East ➡ Taiwan poll of polls showed voting intentions for a third candidate ahead of next week’s ballot as China increased political pressure for reunification Find more Emerging Markets updates and insights from Gustavo Medeiros and Alexis de Mones here: https://lnkd.in/e-8Zi74G
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In today's interconnected world, a keen grasp of geopolitics is essential for businesses. Geopolitical factors significantly influence economic landscapes, affecting supply chains, market access, and regulatory environments. Trade tensions, political stability, and regional conflicts can swiftly alter the business terrain. Consequently, businesses need to be acutely aware of geopolitical risks to make informed decisions, enhance resilience, and ensure sustained success in the global marketplace. #redsea #supplychain #global
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Geopolitics, Trade, Investment, and Corporate strategy: Professor: Founder, St. Gallen Endowment: Co-Chair WEF Trade & Investment Council
Here are 6 takeaways for policymakers as they pursue #geopolitical goals, courtesy of a paper I prepared based on 13 interviews with leading international companies. Great collaboration with World Economic Forum Trade & Investment and the Trade Team at Boston Consulting Group (BCG). Thanks so much for the support and advice. Hopefully, the associated paper will be published before Davos. Message me if you want a copy when its out. #geopolitics #business #companies #risk #sanctions #usa #china #russia #fdi #disruption #tensions #conflict https://lnkd.in/dTpZCxZ9
Here are the steps governments can take to help business navigate geopolitical tensions
weforum.org
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Our first Weekly Investor Research of the year is out now – in it Alexis de Mones and I explore some of the latest EM updates, including geopolitical risk in the Middle East, upcoming presidential elections in Taiwan, and a proposed reform package in Argentina. Read it here: https://lnkd.in/dk6z6ER7 #EmergingMarkets
Our latest Weekly Investor Research is out now. In this week’s edition: ➡ Economic data and price action last week highlighted some of the big macro divergences from 2023 ➡ Geopolitical risks increased again in the Middle East ➡ Taiwan poll of polls showed voting intentions for a third candidate ahead of next week’s ballot as China increased political pressure for reunification Find more Emerging Markets updates and insights from Gustavo Medeiros and Alexis de Mones here: https://lnkd.in/e-8Zi74G
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There has been growing concerns over the state of China’s economy on the back of geopolitical tensions and interest rate cuts. Yuin Lim, CFA, Chief Investment Strategist spoke about alternatives to #China in an interview with CNBC last week. What is the China Plus One strategy? Find out more here: https://lnkd.in/g5_64JWA #LGISG #LionGlobalInvestors #assetmanagement
Strategist says these are the Asian markets to invest in if China become 'uninvestable'
cnbc.com
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