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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…

#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#US-China Trade Relations#NATO#US-China Trade War#China Renminbi#EU Summit#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions Read More
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China: No Pushover!

Strategy Report ·David Roche ·05 May 2025

China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as…

#China trade war escalatory dominance#China Trade War#China & Global South#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#US-China Trade War#US-China Trade Relations#US-China Relations#US-China Cold War#Tariffs Read More
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A Trade Deal For Dummies

Archive Report ·David Roche ·20 Jan 2020

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#Services#US-China Relations#Strategy Archive#Tariffs#Trade#Trade Deal#Goods#Economic Needs#Macrogrowth#Global Tensions#US Administration#Chinese Government#Vice Premier Liu He 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.

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