If China attacks Taiwan in 2027 (or some later date), which asset classes will then gain the most / lose the least value?

Assuming this will lead to at least short term disruption of trade with China and transportation of goods through the oceans close to the theatre of war like the Malacca strait and South China Sea.

I'm guessing cash, inflation-linked instruments, commodities and perhaps physical gold, but I'm not sure I'm right. Has anyone with actual knowledge given this some thought?

I live in Europe by the way. Maybe there's a difference in what's best to own, depending on which country you live in?