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Charts of the Month - August

  • ,  Senior Investment Writer |
  • 01 Sep 2023

What can destabilise the global economy? These three developments.

August was not a typical quiet summer month—at least not for investors. Three major developments defined the market voice:

First, the ongoing destabilization of the African continent poses a growing threat to the world's mineral trade. Events concerning Niger are particularly pertinent to this matter.

Second, the global semiconductor sector is bound to be disrupted as tensions between China and Taiwan rise.

Finally, the unexpected return of inflation in Japan has provoked investors to reconsider the prospects of Japanese markets, as well as the drivers behind inflation. Explore these developments in more detail with our latest Chart Pack: Download it here.