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

https://cdn.tellimer.com/providers/tellimer-avatarpng.png
April 20th, 2020
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in

Disclosures

This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

Research ratings explanation and full Tellimer disclaimers

This research is produced by a third party. The Tellimer team has had no editorial input into the content of the note.