http://www.economist.com/news/business/21618815-death-chaos-destruction-theyre-not-bad-companies-you-might-think-profits-time


This article gives a rundown of how firms are generally influenced by geopolitical destabilization, generally the firms that have invested largely in rigid inflexible supply chains in areas of destabilization are hurt the most, while the larger firms can reallocate their resources and supply chains around the trouble while making a reasonable increase in business.

In addition the western market generally has the majority of technological investment based in the west itself and not in volatile regions, actually most investment is seperated from the unstable regions, which are of large political value but make a reasonably unsure market falter from investing near them, leading to the areas of instability being less economically important than other more profitable avenues of business.