

Kopi Time E155 - Capital Wars with Dr. David Skilling
Jun 12, 2025
David Skilling, Founding Director of Landfall Strategy Group, shares his insights on shifting capital flows and global economic dynamics. He highlights the contrasts between pessimism in Europe and optimism in Asia amidst geopolitical tensions. The discussion dives into how current instability could foster closer ties between Europe and Asia, and how competition for capital is changing the landscape. Skilling also explores the challenges facing the UK post-Brexit and the potential of investment opportunities in Asia, especially with India's economic growth.
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Diverging Regional Sentiments
- Clients feel overwhelmed by rapid global economic and political changes.
- Europe is quite pessimistic, while Asia and the Middle East see some opportunities.
Structural Shift in US Policy
- The Trump presidency reflects a structural shift in US global policy, not a temporary phase.
- The US will remain different in economic and geopolitical stance regardless of election outcomes.
Europe-Asia Relations Limited by China
- Europe is seeking closer economic and security ties with Asia beyond China.
- Relations with China remain tense, limiting Europe's pivot towards it despite pragmatism.