Citigroup's Ida Liu on Geopolitical Tensions to Watch

The video discusses the ongoing geopolitical tensions between the US and China, focusing on Taiwan's critical role in the semiconductor industry. It highlights the potential risks of conflict and the implications for global markets. The video also explores investment opportunities in emerging markets, noting the current discount compared to developed markets and the potential for growth as the US dollar's strength peaks.

What is the primary concern regarding the US-China relationship as discussed in the video?

• Potential conflict over Taiwan

• Military alliances

• Trade agreements

• Cultural exchanges

Why is Taiwan significant in the context of the semiconductor industry?

• It produces 50% of the world's semiconductors

• It has the largest semiconductor workforce

• It is a major consumer of semiconductors

• It dominates the production of sophisticated chips

What percentage of the world's semiconductor supply comes from Taiwan?

• 90%

• 50%

• 100%

• 70%

What is the current trading status of emerging markets compared to developed markets?

• At a premium

• At a 40% discount

• At the same level

• At a 20% discount

What factor is expected to create opportunities in emerging markets?

• US dollar strength peaking

• Technological advancements

• Rising oil prices

• Increased tourism