Reflecting on Geopolitical Insights

When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investors would have anticipated. So what did markets get wrong? And what are they getting wrong now? On this episode of the podcast, we speak with Marko Papic, a geopolitical expert and the chief strategist at Clocktower Group. He offers his view that the war is entering a stage of stasis and stability that will persist for some time to come. He also spoke about why China continues to pursue a Covid Zero strategy, despite the seemingly high cost to the economy. 

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