Geo-economic views: Navigating Markets in the cold war

2026

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This report analyzes the evolving global economic landscape, highlighting the shift from globalization to fragmentation and its implications for markets and businesses.

* Examines the transition from a unipolar to a multipolar world order, driven by China's rise and shifting geopolitical priorities.
* Details how economic interdependence is becoming a geopolitical weapon, leading to increased volatility and policy shocks.
* Discusses the selective but persistent US-China decoupling and its impact on strategic sectors, costs, and opportunities.

Tags: Geopolitics, Markets, Cold War, China, US

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