~ Alan Dupont, published in the Australian
Relations with China may be thawing, but a mutually profitable trade and business relationship will need appropriate guardrails.
The Rise of the Geopolitical Economy and Australian Resilience
ACCI’s Business Leaders Summit sessions are underway with members and special guests hearing from Senator the Hon. Tim Ayres, Senator the Hon. Jane Hume, Paul Bloxham (HSBC) and Dr Alan Dupont AO (Cognoscenti) on the topic ‘The Rise of the Geopolitical Economy and Australian Resilience’.
Focusing on current trends in the geopolitical environment, the panellists are tackling how Australia is enhancing its resilience during this challenging time for global economics. This session was moderated by ACCI’s Chief of Policy and Advocacy, David Alexander.
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Presentation to Arrive Wealth Management Clients
Presentation background from Active Wealth Management:
When constructing investment portfolios for our clients, we think differently. We use a multi-factor approach to ensure we are looking at the bigger picture – market dynamics, economics and geopolitical events – important elements that all contribute to building efficient portfolios and driving returns.
That’s why we invited Dr. Alan Dupont, one of Australia’s best-known strategists and founder of geopolitical risk consultancy firm, the Cognoscenti Group, and international banking expert Felix Stephen to speak to our clients about the new geoeconomic puzzle that is emerging as a consequence of the Russia-Ukraine conflict.
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The second age of globalisation is beginning to buckle
The ripple effects of the Russo-Ukrainian war are spreading and intensifying. Deglobalisation will jeopardise the prosperity and welfare of millions.
The ripple effects of the Russo-Ukrainian war are spreading and intensifying. Their impact is being felt in almost every corner of the globe, revealing an international system under duress.
The US-led rules-based order has survived and prospered for 77 years through numerous regional conflicts, terrorist outrages and economic shocks. But this time it’s different. Although not the sole cause, the Ukraine conflict is driving a once-in-a-century redesign of the world’s economic and geopolitical plumbing.
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Time for West to take off the gloves
In his vainglorious march to conquest, Russian President Vladimir Putin has decided to bomb Ukraine back to the Stone Age. He is deliberately and criminally targeting civilians with vacuum, cluster and phosphorus munitions to break
Ukrainian morale in flagrant violation of international humanitarian law. Chemical and biological weapons may be next. They are weapons of mass destruction.
Putin’s war of liberation is turning into a war of obliteration. It must be stopped to save lives, maintain Ukraine’s sovereignty, uphold democracy, and prevent eastern Europe and the Baltic States from disappearing behind another iron curtain.
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West must inflict a hammer blow to Russia’s economy
Russia’s invasion of Ukraine has shattered three stultifying illusions and delivered a rude wake-up call to a complacent and self-obsessed West. Vladimir Putin’s game-changing aggression will lead to a hardening of the systemic divide between democracies and autocracies; increased geopolitical risk; higher defence spending; less globalisation; greater financial market volatility; rising inflation driven by surging energy and commodity prices; and a significant push by Europe to diversify its energy supplies away from Russia.
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In Syria, Trump must collude with Russia
President Donald Trump is under enormous pressure to respond militarily to the latest provocation by the Assad regime, but he would do so against all of his instincts and earlier pronouncements to end US military involvement in the Syrian war.
Just days before the chemical attacks in Douma, Trump announced he wanted US troops out of Syria within months, and that the fight against the Islamic State was largely completed. Read more
New world order: momentum is shifting in favour of dictators
Are Russia and China deliberately undermining democracies in order to replace the Western-led liberal international order with their own authoritarian model? This is the central claim by the recently released US defence strategy, the most important in a generation. And it’s a belief that is driving the Turnbull government’s tougher response to foreign interference. Read more
A Foreign Affair (ABC Radio National)
Alan Dupont joins the panel on Radio National to discuss recent border flare-ups between India and China, Australia’s new Home Affairs Ministry, and orders for Indonesian police to shoot drug traffickers.
Listen to the full program here.
Russell Investments Plenary Lecture (Alan Dupont): The New World Disorder
Russell Investemenst held their 2017 Summit in Auckland on the 1st June, 2017. 153 delegates attended the event (76 PCS & 77 Institutional) representing an estimated $13billion of AUM.
Dr Alan Dupont’s gave a plenary lecture on the changing shape of the international geopolitical landscape.
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