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Geopolitical conflicts over microchips

Submitted by raymond.frenke… on Tue, 10 Sep 2024 - 06:00
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China and Japan are once again on a collision course, this time over the highly strategic semiconductor industry.

Investors are using defence ETFs as a ‘flight to safety’

Submitted by raymond.frenke… on Mon, 09 Sep 2024 - 06:10
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As geopolitical tensions escalate and global defence spending increases, a growing number of investors are turning to defence-focused exchange-traded funds (ETFs). These funds not only provide a hedge against uncertainty but also present opportunities for capital growth.

The AI revolution is separating the wheat from the chaff

Submitted by raymond.frenke… on Mon, 02 Sep 2024 - 06:10
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Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don’t want to be left behind. This is part six in Investment Officer’s seven-part special series on geopolitics and investing.

Energy transition ushers in biggest bull market ever

Submitted by raymond.frenke… on Mon, 12 Aug 2024 - 06:10
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In a time when the world is facing unprecedented changes in the energy landscape, geopolitical forces are crucial for understanding the current and future energy markets.

China’s sudden electric car boom stirs strategic concerns

Submitted by raymond.frenke… on Mon, 01 Jul 2024 - 06:10
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China’s rapid emergence as a market leader in electric vehicles (EVs) has sparked significant concerns throughout the European Union. Are the expansions of Chinese automakers into Europe a modern-day Trojan horse?

Banks by 2035: massive changes on the horizon

Submitted by raymond.frenke… on Wed, 26 Oct 2022 - 06:00
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Driven by new technologies, consumer expectations and risks, banks are increasingly forced to think and act differently, The boldness with which they embrace change in the time ahead will determine which scenario unfolds between now and 2035. “Massive changes are on the horizon.”

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