The Taiwan Question: Commercial Impact
A US – China confrontation would become a pan-Asian supply chain war and draw in Japan. Even a peaceful Chinese takeover of Taiwan would drive US – China decoupling.
Target audience: Shipping, technology, manufacturing, commodities traders, energy insurance, security.
Commercial Takeaway: Chinese companies in the West and Western companies in China and Taiwan may wish to consider relocating to more friendly countries, regardless of whether the Taiwan question gets resolved peacefully. Even a peaceful resolution of th…