Investors consider battle plans amid risk of China-Taiwan conflict

By Rae Wee and Tom Westbrook

The Taiwan Strait is a major route for ships transporting goods from East Asia to the United States and Europe. Taiwan has also emerged as a key battlefront in the chip industry supply chain.

“China wouldn’t have to invade Taiwan or actually get hot to just cause a stir in that part of the market,” Stuart said. “That bottleneck can cause absolute disruption in the global economy. I think that’s underestimated.”