Control Risks' Gilholm on Geopolitical Risks

The video discusses the geopolitical dynamics in Asia concerning the Ukraine conflict. It highlights Japan and South Korea's increasing alignment with the US, while China and India maintain their positions. The potential impact of sanctions on China and the broader Asian region is examined, along with the implications for US-China relations. The video also explores whether the Ukraine situation might influence China's actions towards Taiwan, concluding that significant changes are unlikely in the short term.

How has the war in Ukraine affected supply chains and commodity prices in Asia?

What factors might deter China from taking aggressive action regarding Taiwan in light of the Ukraine situation?

What long-term developments could influence Taiwan's situation more than the Ukraine conflict?