Will US Oil Majors rush into Venezuela where others fear to tread? Read More
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05 Jan 26
CNBC Asia - disecting Trimp’s ambitions for Venezuela & the politics of Sheres of Influence with amitoj Singh & David Roche.
CNBC Asia - disecting Trimp’s ambitions for Venezuela & the politics of Sheres of Influence with Amitoj Singh & David Roche. Read More
19 Dec 25
NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets.
NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets. Why the battle for central bank independence is set to be waged in Japan too. And why 10 yr JGB’s will yield the same as German Bunds Read More
15 Dec 25
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means.
#US-China Cold War#US-China Relations#HK$/US$#Global Financial Architecture#Chinese Renminbi#US-China#US$ as Global Reserve Currency
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means for the US$ Read More
09 Dec 25
Peter Lewis Money Talk: A Lively Debate on China Trade Strategy, THe US Strategy PLan & Why Bond Markets Turn Against Fed Cuts
#China trade war escalatory dominance#China & Global South#Trump’s Crusade Against the US Fed#China - The Boa Constrictor Strategy#Trump's 28 Point Peace Plan#NATO Trump Spells out the END.#Trump's Strategic Plan
Peter Lewis Money Talk: A Lively Debate on China Trade Strategy, THe US Strategy PLan & Why Bond Markets Turn Against Fed Cuts Read More
19 Nov 25
CNBC: Squawk Box Asia : Market bubbles cracking! Gold & defence stocks are where to be , says David Roche
#Debt Bubbles#Asset Bubble#Credit Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
How to judge the potential economic fallout of bubble bursts and what to do about protecting your wealth. Read More
06 Nov 25
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs Read More
30 Oct 25
NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?
#US-China Relations#US-China Trade War#China.#US Tariffs#China Trade War#US & China Port Tariffs#Trump - XI “deal”
Xi Vs Trump. What was really gained is very small. A marginal reduction in US (fentanyl) Tariffs with US tariffs on all Chinese imports falling from 55% to 45% - both trade prohibitive levels. Freer access to US technology for China. A one year halt to China’s sanctions on R... Read More
23 Oct 25
NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.
#India#India Rupee#Reserve Bank of India (RBI)#Emerging Markets (India)#US-India Trade Negotiations#US - India Relations
Shared insights on the implications of the Trump-Putin tensions as they relate to India's purchase of Russian oil. This discussion sheds light on a significant geopolitical issue that could result in lower US tariffs on India. . But it also emphasises Indian assets’ vulnerability... Read More
20 Oct 25
Squawk Box Europe: Consequences - the Book- Why the world is falling to bits?: David Roche on the upcoming book
Consequences. The.book that brings it all together- simple in prose, deep in vision and thorough analytics. Why the rise of totalitarisnism, the weakness of democracy and the demise of the Liberal World Order are fueled by populism. Read More
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