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Odd bins

Strategy Report ·David Roche ·17 Nov 2025

Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…

#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping#RMB (Renminbi)#Trump Tariffs.#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme. Read More
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China - The Predictable Fate Of The Yuan Pegasus

Archive Report ·David Roche ·25 Apr 2022

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.

#Real Estate#Capital Flows#Renminbi (RMB)#Yuan#SGD#AUD#Economic Policies#Multiplier Effects#Economic Disruption.#Finance#China#Strategy Archive#COVID-19#Exchange Rates#USD#Exports Read More
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China - Tweaking The Renminbi Glide Path

Archive Report ·David Roche ·10 Jan 2017

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.

#Trump#Strategy Archive#Finance#Foreign Exchange Policy#PBoC (People's Bank of China)#Reflation Rally#Capital Outflows#CFETS Basket#Small Developed Markets#Forex Transactions#China#International Payments#Renminbi (RMB) Read More
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China - Will The Renminbi Rise

Archive Report ·David Roche ·29 Mar 2010

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.

#Renminbi (RMB)#Domestic Demand#Fixed Investment#Credit Tightening#Hard Landing#Currency Revaluation.#Finance#China#Strategy Archive#Exports#Government Policies#Consumption#Economic Rebalancing Read More
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