James Aitken: Lucky Country to boom forever now!

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The conflict-induced energy shock and a reshaping of a global geopolitical world order would benefit Australia, if the nation can effectively navigate the energy transition.

That’s the view of London-based financial markets’ consultant James Aitken who believes countries with a reliable supply of national resources will prosper in these uncertain times.

“The lucky country, almost unbelievably, wins again,” Mr Aitken told AFR Weekend in a lengthy interview over Zoom where he outlined his views on the Ukraine conflict, the consequences on commodity markets and energy, inflation and how investors should position their portfolios for the new world order.

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.