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Geopolitics in Five Minutes (23-Jan-24)

5 mins.
23 JANUARY, 2024
ANALYSTS:
Dr. Milo Jones
CATEGORIES:
Geopolitics Global AER Global
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In this third monthly edition of Geopolitics in Five Minutes video podcast, Dr. Milo Jones discusses two geopolitical items that we believe deserve some of your mindshare this month, and one thing you can ignore:
Taiwan's election result, its implications for China's relationship with the West, and its likely impact on the semiconductor industry.
The prospects for supply chain disruptions in the year ahead, ranging from continuing Houti attacks in the Red Sea to further problems in the Panama Canal.
And finally, the one thing you can ignore goes by - spoiler alert! - the acronym "BRINCH SA EG ET SA".

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