TAMIM and Robert Swift's Delft Partners have recently listened to the below webinar with Stewart Paterson and Russell Napier which discusses the Geopolitical backdrop to investing in Asia. We do not share all of their views but we do invest on the basis that Asia and the USA will engage with China through the usual channels again, and that National Industrial Policy (NIP) is likely to be implemented in most economies. NIP essentially means that addressing the concerns of domestic populations will become a bigger part of policy making frameworks. Such a change will create investment opportunities such as capital investment to create duplicate sourcing supply chains, large scale capital stock investment, and tactical tariffs and tax breaks to shift production ‘back home’. It has already started. The change needs to be discounted by the market and it has not yet been. The next five years will not be like the last ten.
This webinar is provocative and thorough in its assessment of how China will react to concerted and coordinated political pressure (the Quad Alliance) and its response to a reduction in inward foreign direct investment as reliance on China is strategically reduced by G20 countries.
It is kindly provided by ERIC which is a ‘free to use’ Independent Global Research Marketplace for Professional Investors: www.eri-c.com
ERIC runs a rolling programme of 'Introductory Talented Analyst webinars' on topics of investor interest to showcase high-quality research providers to its registered Professional Investor users.
'The New Cold War & Investment Post the U.S Election: How Will Geopolitics Impact Investment Returns & Asset Allocation?'
Access Webinar Replay Here
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.