Citigroup's Ida Liu on Geopolitical Tensions to Watch

The video discusses the ongoing geopolitical tensions between the US and China, focusing on Taiwan's critical role in the semiconductor industry. It highlights the potential risks of conflict and the implications for global markets. The video also explores investment opportunities in emerging markets, noting the current discount compared to developed markets and the potential for growth as the US dollar's strength peaks.

What factors contribute to the complexity of the geopolitical situation surrounding Taiwan?

In what ways can emerging markets benefit from the current geopolitical tensions?