Bloomberg Originals

As Globalization Gives Way to Geopolitics, Winners Emerge

In the mini-documentary The Great Fracture, we show who stands to gain as investment is increasingly shaped by US-China tensions and Russia’s war.

Photographer: Bloomberg

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Russia’s war on Ukraine split the world into two camps, nations that condemned Vladimir Putin’s invasion and those that did not. In the years since, the fallout has shifted the flow of investment, with money veering away from countries that chose not to oppose the Kremlin to those that did.

Add to that the fraught US-China relationship, scars of pandemic supply chain ruptures and increasing instability and conflict and you have the recipe for a broad rethinking of globalization. In the Bloomberg Originals mini-documentary The Great Fracture, we show how the arteries of world trade are reorienting themselves across this new landscape, and how a new group of nations stands to gain.