A year ago, Sir David Capewell joined Saranac’s webinar series and singled out Iran as one of the geopolitical flashpoints most likely to produce military action.
Iran: War, Escalation and the Aftermath
Gavekal: Unfolding paradigm shifts
China is central to this story. Louis described the policy pivot that began in 2018, when restrictions on China’s access to advanced semiconductors led Beijing to reorient its entire...