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On a Train in China

Strategy Report ·David Roche ·20 Apr 2025

On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause…

#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs Read More
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China — When The Tide Turns

Archive Report ·David Roche ·10 Dec 2021

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.

#PBoC (People's Bank of China)#VIE (Variable Interest Entity) Listings#China Securities Regulatory Commission#Common Prosperity#International Relations#Economy#Strategy Archive#Politics#China#Finance Read More
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China - Winter Woes And Unknown Unknowns

Archive Report ·David Roche ·15 Jan 2019

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.

#Finance#Xi#Strategy Archive#China#Trump#Monetary Policy#Consumer Spending#GDP#Fiscal Policy#US-China Relations#Trade War#Domestic Confidence#Private Sector Investment#Tax Cuts#Stimulus Packages#Unknown Unknowns#SOEs (State-Owned Enterprises).#PBoC (People's Bank of China) 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.

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

Archive Report ·David Roche ·27 Apr 2006

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.

#Politics#Finance#China#Renminbi#International Relations#Interest Rates#Strategy Archive#Economy#PBoC (People's Bank of China)#Currency Exchange Rate Read More
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