Taiwan risk is pushing investors to value compute capacity, semiconductor redundancy and cybersecurity resilience as strategic assets.
A more fragile U.S.-China relationship is accelerating deterrence spending, supply-chain duplication and rare-earth independence across Asia and the West.
The market is still not pricing a Taiwan invasion as the base case, but it is already rewarding geopolitical resilience, allied diversification and critical-mineral security.
Jacob Wackerhausen/iStock via Getty Images
By Christopher Gannatti, CFA and Samuel Rines
Following the meeting between President Trump and President Xi, there was one thing that truly stood out. Taiwan. Yes. President Trump maintained the US’ longstanding position of strategic ambiguity. But President Xi’s (reported) warning that
