Expert interview: Dollar wobbles, China pushes – Why investors need to rethink globally
Geopolitical tensions, erratic US policy, and the rise of alternative currencies like the renminbi are forcing investors to rethink their strategies. Heiko Thieme sees the traditional global equity strategy under pressure.
In an interview, Thieme warns of political risks in the US: The chaos in the White House threatens not only the country's stability but also the status of the US dollar as the world's leading currency. Investors must price in geopolitical risks more carefully and invest more selectively.
China, on the other hand, offers attractive prospects despite its authoritarian system. "As an investor, I currently prefer a solid one-party system to the political chaos in the US," says Thieme. He is particularly impressed by China's technological progress – for example, real-time payments within seconds.
wallstreetONLINE Editorial Team
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