Insights - geopolitics

Our charts and insights showcase our thought-leadership on key issues in macro research, geopolitical investment and investment strategy. Visit our research services and request a trial to find out more.


TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.
REQUEST A TRIAL

Chip Famine and the new OPEC

19 Feb 2021 - Rory Green

Surging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.

#Trade War #China #Technology #OPEC #Semiconductors #Geopolitics

Geopolitical Spotlight shifts to semiconductors - the new oil

10 Feb 2021 - Rory Green

The structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.

#China #Oil & Gas #OPEC #Semiconductors #Geopolitics

VIDEO
Video

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD
Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS
Press

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE