Hedging a Taiwan invasion
Not to cause panic. But I sold my position in the S&P 500 a few months ago. There seems to be a serious narrative about a Taiwan invasion, unfortunately the crazy doesn’t seem impossible anymore.
My greatest fear is the effects the invasion will have on global markets. The US has this unwavering support for Taiwan, an invasion of the island could mean a war between the two biggest superpowers in the world. The effects of the two biggest economies going into wartime economies can be catastrophic not only in the US and china but globally. But in crisis there is always opportunity.
I am looking for a good industry in a good region to invest in.
Does anyone share the same view, if so what are you doing about it?
Posted Aug 31, 2025, 12:21 AM UTC
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