The U.S.-China rivalry is killing global supply chains. Your portfolio needs a ‘home court advantage.

The article argues that a new era of great-power conflict has emerged, citing Russia's full-scale invasion of Ukraine, U.S. military action against Iran, and China's threats toward Taiwan. The core message is that geopolitical risk is elevated across multiple flashpoints, implying higher defense relevance, greater sanctions risk, and broader market caution.

Analysis

The article argues that a new era of great-power conflict has emerged, citing Russia's full-scale invasion of Ukraine, U.S. military action against Iran, and China's threats toward Taiwan. The core message is that geopolitical risk is elevated across multiple flashpoints, implying higher defense relevance, greater sanctions risk, and broader market caution.