The Impact of China-West Tensions on Global Markets
Tensions between the West and China are impacting global markets, with potential inflationary repercussions as Western countries aim to bring manufacturing back home and diversify supply chains. Emerging nations like Vietnam, Mexico, and India are benefiting from the shift in supply chains away from China. The tech rivalry between the US and China is affecting companies like TSMC and Apple, while the luxury sector is also feeling the impact of tensions. Investors are split on how to approach the Chinese market, with some seeing opportunities amid negative sentiment.