What happened on December 30 around Taiwan?

China conducted “Justice Mission-2025,” an encirclement exercise with live-fire rockets, 130 warplanes, and daytime air and sea closures. The drills followed a USD 11.1 billion US Taiwan arms deal and practiced blockade and denial tactics. Markets now assess near-term risks to shipping, aviation, and tech supply chains.

Why does this matter to Swiss investors?

Switzerland has global exporters and suppliers linked to Asian electronics and logistics. Disruptions near Taiwan can raise freight costs, delay components, and squeeze working capital. CHF often strengthens in risk-off periods, affecting foreign earnings translation. These factors can influence valuations, margins, and investor sentiment in the near term.

What are the key signposts to monitor next?

Focus on notices to air missions, maritime advisories, official readouts from Beijing and Taipei, and independent reporting on sortie counts and rocket launches. Watch for widened exclusion zones, closures extending beyond daylight, and any repetition of 130 aircraft activity. Changes here indicate whether pressure is stabilizing or intensifying.

How could a Taiwan blockade risk affect supply chains?

A sustained pressure campaign can force detours, extend transit times, and lift war-risk insurance and freight rates. For tech and electronics, even short delays can ripple across chip and component schedules. Companies may hold more inventory, tie up cash, and revise guidance if lead times extend and logistics costs rise.

Law and Government

December 30: China’s Taiwan Drills Flag Blockade Risk for Markets

ByHuzaifa Zahoor December 30, 2025December 30, 2025

China Taiwan military drills on December 30 shift the risk map for Swiss investors. Beijing’s “Justice Mission-2025” encirclement used live-fire rockets, 130 warplanes, and daytime air and sea closures around Taiwan. The moves followed a USD 11.1 billion US Taiwan arms deal and rehearsed blockade and denial tactics. Taiwan blockade risk now touches shipping, aviation, and tech supply chains. We outline likely impact paths, watchlists, and timelines to protect portfolios and read investor sentiment in the days ahead.