Strategy Note /
Global

20 years after 9/11, War on Terror gives way to focus on China: EM implications

  • No repeat of 9/11 during the US "War on Terror" but terrorism proliferated globally: which EMs were left most scarred?

  • US focus now on China. For EM that means (1) US troops in ASEAN, (2) Middle East allies, India to fend on their own more

  • (3) Russia has more room, (4) new scramble for Africa, LatAm, (5) EM Tech split, (6) growth for low-cost manufacturers

20 years after 9/11, War on Terror gives way to focus on China: EM implications
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
12 September 2021
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