Money Magazine

How to solve the ‘war puzzle’

MAX RIAZ MANAGED FUNDS

As global markets grapple with the rising tensions between the US and China over Taiwan, investors are wondering how to navigate the landscape.

A recent essay in Foreign Affairs magazine titled ‘Preparing for a Long War With China’ offers a crucial perspective on the potential for conflict and its implications for global investment returns (particularly in the US and Australia).

This article aims to provide investors with the possibilities for returns in the context of potential war between China and the US, looking at how markets responded in past wars to help us understand what might happen.

The essay points

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