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Tag: Lai Ching-te

What is China’s strategy after the Taiwan elections?

  • J-P. Pizzini
  • January 15, 2024
  • Emerging Markets
In the tightest elections Taiwan has seen in decades, voters returned the pro-U.S. ruling party to power despite frustrations over the Democratic Progressive Party’s handling...
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Taiwan or a $10 Trillion Risk for the Global Economy

  • J-P. Pizzini
  • January 9, 2024
  • Emerging Markets
A war with Taiwan would have such an enormous cost that even those most dissatisfied with the status quo have reasons not to risk it....
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2024, a High Geopolitical Risk 

  • J-P. Pizzini
  • January 9, 2024
  • MARKETS
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
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