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.