Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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THE TUMULTUOUS  AND TROUBLESOME TAIWANESE TUG-OF-WAR

THE TUMULTUOUS AND TROUBLESOME TAIWANESE TUG-OF-WAR

May 2021

In this month’s article, we unpack the risk of conflict between China and Taiwan. We begin by providing an overview of the complicated relationship between China, Taiwan and the US, and why conditions are growing increasingly favourable for conflict. We then touch on the significant economic and financial market disruption such a conflict could have, not only because of the importance of the region in global trade routes, but also because of the possibility for the weaponisation of trade.

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