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The world in flux and Trump’s role in a new equilibrium

The second Trump administration has so far brought a lot of things: market shocks, volatile trade policies, and turbulent foreign relationships. But beyond the chaos, renowned geopolitics expert Stephen Kotkin says Trump has an unwitting role to help the world rebalance and reach a “new equilibrium” in the global order.
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Emerging markets investors have long ‘mispriced’ risk: Kotkin

Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
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