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Analysis

Adapting to the changing world order [Video]

The markets are dancing to a wild tune this week. The S&P 500 wobbled after mixed US data. Energy swings continue, fueled by headlines about Venezuela’s oil and other happenings on the geopolitical scene.

Also, the White House is stepping into corporate affairs in ways that make investors squirm — from Nvidia’s China sales to defence dividends.

Elsewhere, tensions rise as China restricts exports to Japan, hitting semiconductors and rare-earth materials, while gold quietly ticks higher as uncertainty grows. Turkey, for example, is putting a tracking system on every piece and bar of gold sold in the country to trace an asset that’s gaining a strategic importance.

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