At a time where markets are trying to build the momentum to take the next step forward in this recovery, growing geopolitical risk between the US and China is not ideal. We are increasingly seeing the threat of renewing tensions between the world’s two most powerful economies. Moves in the US Congress to sanction China over potential Hong Kong legislation adds to tensions that are already fraying after President Trump has been firing off over the COVID-19 blame game and interference into his re-election campaign. Risk aversion is taking hold once more through markets (certainly not helped either by China reluctant to ... (full story)