North Korea

Please click the link below to view Shane Oliver's views on the implications for investors of a war with North Korea.

Key points raised are:

  • Tensions with North Korea have clearly increased causing volatility in share markets
  • The risk of war has grown but a diplomatic solution remains most likely although there could still be more volatility before this is finally achieved
  • Historically, shares have been adversely affected initially on the uncertainty of wars with a potential significant economic impact, but have tended to rally well before the conflict is over.