2024 will be a year marked by critical elections and higher odds for many negative geopolitical outcomes. Fear of escalation in the Middle East is growing while the outcome of the election in Taiwan sets the stage for more discord in China-US relations. More aggressive rhetoric coming out of North Korea is raising concerns over a potential war with the South. 

Unnerving as developments may be, they should not be viewed solely through the lens of risk mitigation. Why? Because risk in one part of the world often brings opportunity in another – and not just in the Global South but in the West too. You simply need to know how to spot the dynamics playing out...

Article Highlights

- Europe poised to benefit from US-China discord
- Picking winners in the Global South – Malaysia, Morocco and more
- Optimism and pessimism in equal measure
 

Author

Anna Rosenberg

Head of Geopolitics at the Amundi Investment Institute
Anna Rosenberg
Anna Rosenberg, Head of Geopolitics at the Amundi Investment Institute
  • 2024-06-10
    Investment Talks_Upside of geopolitical uncertainty_20240415_en.pdf

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