Strategy Note /
Global

Geopolitics after Covid-19: US-China cold war, fragmented EU and GCC

  • The effects of the global demand shock likely outlast the shock itself, risking reform and regional coordination

  • Regional blocs, with incomplete integration, will fragment even quicker (EU, NATO, GCC)

  • US-China friction will shift to a fuller Cold War, dividing the world into two camps instead of renewing globalisation

Geopolitics after Covid-19: US-China cold war, fragmented EU and GCC
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
20 April 2020
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