Great piece. Clearly, geopolitics are relevant to many forms of investment, hell I make a living on taking advantage of geopolitical inflection points and the wider markets ignorance or apathy to it and reality. Conversely yes, there will be other investments that it doesn't effect as much eg. Apple will still sell a lot regardless of who is at war with who and cutting off customers from one country (eg. Russia) won't have a material impact on it's bottom line.
But blanket statements like 'geopolitics is irrelevant' are disingenuous at best and completely ignorant at worst.
Great piece. Clearly, geopolitics are relevant to many forms of investment, hell I make a living on taking advantage of geopolitical inflection points and the wider markets ignorance or apathy to it and reality. Conversely yes, there will be other investments that it doesn't effect as much eg. Apple will still sell a lot regardless of who is at war with who and cutting off customers from one country (eg. Russia) won't have a material impact on it's bottom line.
But blanket statements like 'geopolitics is irrelevant' are disingenuous at best and completely ignorant at worst.
Apple won't sell nor produce much anymore in China, if something serious happens between the US and China.
Revisiting this comment in the light of China banning Apple for its officials, this was very prescient ;)