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RTHK The Close with Carolyn Wright: Trump’s Ukraine Fiasco is China’s Opportunity
Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings
Divorce a l'Americain
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM…
Update: China CEWC & Korea in Limbo & France in a hell of its own making.
Update China: CEWC: most of the statement is reiteration of previous stimulus packages. No new initiatives. No new money - in fact financing of the already announced interventions to stabilise the real estate market was omitted altogether.. Three shifts in langu…
Mini Podcast on Macro
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China…
Russian Coup
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Xi Versus Trump - China Wins On Points
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
China - Winter Woes And Unknown Unknowns
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.