Key insights
- The article suggests China's growing influence in the Middle East, particularly its role in brokering ceasefires, positions it as a key player in the region. This could lead to shifts in geopolitical power and potentially impact global supply chains and oil prices, indirectly affecting US equities.
As an investor trying to understand the basics of key world events, you need to know who the most powerful players are and what their interests are. Did you recently fail to take into account China's Iran war influence and interests? I warned about this two posts ago - citing an analyst you should now more greatly respect, John Mearsheimer - but was largely ignored and down voted.
The man who interviewed Mearsheimer, Alexander Mercouris, on his latest podcast has said this about who at this point has won the Iran conflict:
"The single biggest winner, in my opinion, is China. China was the party that ultimately played the decisive role in getting the ceasefire in place. It is emerging as the arbiter of conflicts in the Persian Gulf and the Middle East."
If you're confused by the emerging world affairs landscape, respecting and listening to John Mearsheimer and (the admittedly somewhat long-winded) Alexander Mercouris is a smart move. (The Mercouris podcast is in various places I can't mention because of Reddit censorship policy.)