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Macro Perspectives 28 | Shedding light on the profound economic and geopolitical threats lurking beneath the surface

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The latest episode of Macro Perspective with Peter Brooke reveals unsettling conclusions about the escalating tech war and its implications for the global economy and stock markets. From export bans and takeovers to the possibility of Taiwan's involvement, the landscape is laden with risks that could disrupt the world economy.

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Chapters

00:15 Peter Brooke unpacks the work they have been doing on semiconductors
01:19 What this research means for the developing tech war
03:45 How Taiwan is the scariest risk in a new multipolar world

11 Jul 2023 English South Africa Business

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