SINGAPORE : The threat of China invading Taiwan, long considered a highly improbable event, has moved to the centre of global money managers' risk radars and is factoring in their investment decisions, analysts say.Fund managers say they are fielding more queries from clients about the odds of an invasion
SINGAPORE : The threat of China invading Taiwan, long considered a highly improbable event, has moved to the centre of global money managers' risk radars and is factoring in their investment decisions, analysts say.
Taiwan's president, Tsai Ing-wen, has repeatedly pledged to uphold peace and avoid provocation. She has offered talks with China, but has also said Taiwan will defend itself if attacked. "It hasn't come to the point where you really need to take any decisive action, such as cut exposure here or there," he said.
"The last 12 to 18 months has taught us that we can't take anything for granted when it comes to geopolitics," said Will Malcolm, a portfolio manager at Aviva Investors.
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