A no-rules boxing match: Samy Chaar on competing in a fragmented world economy
key takeaways.
- The world has shifted from a global, interconnected order to a fragmented one divided into competing blocs – and there is no going back
- The US-China confrontation is the defining conflict of our era: a multi-decade, no-rules contest for economic, technological, and strategic dominance
- Fragmentation is driving a powerful investment cycle – economic security requires significant capital expenditure, which generates demand, profits, and market returns
- Technology is the central battlefield, with the US leading on compute power and China on adoption; trade, energy, and oil are the other key strategic arenas
- Investors should focus on the business cycle fundamentals: the pace of productive investment, returns on capital, and employment trends remain healthy – the green light is still on.
The global order is shifting. Samy Chaar explores what economic fragmentation means for investors, from trade and technology to economic security.
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The green light is still on
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