Reading the Current Geopolitics situation
Sharing excerpts from Danske Bank report
As a bottom-up investor, we hardly let our macro views influence our investing decisions. However, it is good to take a reconciliation of what is happening in the world and keep these scenarios in the back of our mind while taking any investment decision.
We recently came across a very good note on the current geopolitical situation and we thought it would be helpful for our readers as well. The content of this is from Danske bank, so all due credits to them and their wonderful team.
Middle Eastern tensions on the rise:
US and China relations hitting new lows with US trying to increase its military presence in the Southeast Asian sea:
Russia-Ukraine continue to engage in the offensive:
The current events certainly point to the troubled state of affairs across the global geopolitical arena. This is something for which Ray Dalio has been very vocal about in his book - Changing World Order. India has successfully been able to remain diplomatic without taking any direct sides, so far and we hope that we continue to maintain our stance.