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. Read More
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01 Aug 24
Autumn Sonata
#EU#Geo-economics#Tectonic Shifts#Protectionism#Energy#Oil#China#China Plenum#Monetary Policy#Central Banks#Geopolitics
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear. Read More
22 Jul 24
China - the Plenum
The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing. Report follows. Read More
28 May 24
Taiwan - Operation Sword...And So To Bed 28.05.
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. Read More
17 May 24
China Real Estate - No Bazooka
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. Read More
15 Mar 24
The Global Manuservices Economy - Investment Themes
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. Read More
06 Mar 24
China Twin Meetings
#Finance#Asia#Security#Politics#China#Markets#Strategy Archive#Economy#Governance#India#Globalization
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. Read More
06 Mar 24
China's 'Twin Meetings' - The Big Flop
#Finance#Politics#China#Strategy Archive#Economy#Hong Kong#International Relations#Social Policy#Human Rights#Security Law#People's Bank of China
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. Read More
27 Feb 24
The Tale Of The Schizophrenic Dog
#Politics#China#Geopolitics#Russia#Strategy Archive#Economy#Europe#United States#Globalization#Emerging Markets (India)
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. Read More
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