Geopolitical instability and a packed election calendar have strategists wary of 2024
Publishing timestamp: 2023-11-21 11:07:39
Summary
The article highlights the expectations of strategists regarding an increasingly fraught geopolitical backdrop and greater divergence across key regions. It mentions elections in various countries and the tensions between China and the West over competition and Taiwan as significant geopolitical risks. The article also discusses the potential impact of these risks on the global economy, including trade restrictions, economic fragmentation, and inflationary pressures. It concludes by suggesting that investors should focus on companies that align with efforts to boost supply chain security and national security, as well as industries such as natural gas, cybersecurity, and aerospace and defense technology.
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Keywords: politics, central banking, elections, defense, breaking news: economy, u.s. economy, world economy, breaking news: markets, markets, goldman sachs group inc, business news, economy, breaking news: politics,