Odd bins

Strategy Report ·QS Team ·19 Oct 2025

#China Plenum #France #China Stimulus #Trump Policy #US-China Trade War #US-China Trade Relations #Shipping #Ukraine War #China Communist Party #Trump - Putin Call #China Tariffs #Ukraine Russian Ceasefire #China Trade War #Container Shipping #Ukraine. President Zelensky #France Sovereign Debt Crisis #Trump Ukraine Rhetoric #France-Lecornu #Asset Bubbles Burst-Corrrection or Catastrophe? #CCP China Party Plenum

Odd bins.

Investment Conclusion

When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF.

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Odd bins

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