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Oddbins

QS Team ·26 Oct 2025

Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka…

#China Plenum#France#Shipping#China Renminbi#President of France#Ukraine War#China Communist Party#Ukraine Truce#China & Global South#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#France-Lecornu#Japan Takaichi Polich Speech#Xi Trump Summit Read More
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Oddbins

Strategy Report ·David Roche ·05 Oct 2025

Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…

#EU Summit#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions#China Renminbi#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#Ukraine War#EU NATO#US-China Cold War#US-China Relations#US-China Trade Relations#China Plenum#Cold War#Grayzone Warfare#NATO#US-China Trade War Read More
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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…

#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#Tariffs#China Stimulus#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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Currency Shifting Sands

Archive Report ·David Roche ·28 Jan 2016

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.

#India Rupee#Poland Zloty#European Central Bank (ECB)#China Renminbi#Exchange Rates#US Federal Reserve#Markets#Politics#Strategy Archive#Economy#Bank of Japan#Currencies Read More
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