Geopolitics After The Ukraine War Commodities and Supply Chain

日時:2022年5月27日(金) 10:00〜11:00
主催:BCA Research社、一般財団法人海外投融資情報財団(JOI)
Time and Date: Friday, May 27, 2022 10:00h-11:00h (JST)
Location: Webinar (Live and On-demand streaming)
Sponsors: BCA Research, Japan Institute for Overseas Investment (JOI)


◆The Ukraine war is still unstable ーstay defensive.
◆China cannot reject Russia as a geopolitical ally … but the USD will remain resilient.
◆US-China tensions will stay high as China reverts to autocracy … stay short CNY.
◆US-Iran talks will not result in a long-term, durable deal … oil supply risks persist.
◆Look to Latin America and ASEAN for supply chain growth and EM opportunities.

Matt Gertken, Strategist, Geopolitical Strategy, BCA Research

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