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7IM Short Thoughts: The most important thing in the world

Video
Ben Kumar, Head of Equity Strategy18 Jan 2023

I’m the most traded good in the world right now by dollar value, what am I?

I’m a semiconductor (also called a chip, or a microchip or an integrated circuit) of course. In the latest Short Thoughts, Ben Kumar explains the correlation between where they are made and where you might expect to see geopolitical action over the next 50 years.

Source: Deutsche Bank/7IM/https://oec.world/en

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Ben Kumar
Head of Equity Strategy
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