If something happens to Taiwan US Tech 100 would probbly drop 20% in one day
If something happened with Taiwan, the worlds largest exporter of computer chips, the US Tech 100 would likely plunge as all of these companies are either selling or buying equipment wmwith computerchips.
Any ‘soft’ actions like curbing exports, hindering ship traffic to direct military actions would likely have the biggest effect on Nasdaq. Somehow this doesn’t seem to be priced in.
With Ms. Pelosi to visit Taiwan, and China stating they are looking on all options to maintain their soverenity, it is not unlikely something market disrupting would happen in that part of the world.
Any thoughts on why the markets isn’t pricing this in?
Submitted August 02, 2022 at 03:43AM by ForrestGr0mp
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