MLIV Pulse: What is Worst Case Scenario for Markets if the Ukraine War Continues for Another Year?

The video discusses the low risk premia in financial markets due to geopolitical events, highlighting the need for China to address these issues. It also explores how the war is accelerating the energy transition, emphasizing the importance of energy security and domestic renewables. Additionally, the video raises concerns about US sanctions on China and the potential impact on global economic uncertainty.

What structural issues does the speaker believe China needs to address?

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How does the speaker perceive the current risk premium in financial markets?

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What impact does the speaker believe the war will have on energy transition?

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What concerns does the speaker express regarding US sanctions?

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What are the profound consequences mentioned by the speaker related to uncertainty?

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