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17 Nov 25

Odd bins

Strategy Report | David Roche | 17 Nov 25
#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping#RMB (Renminbi)#Trump Tariffs.#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.

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Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t... Read More

01 Nov 21

Japan - The Sun Can Also Do Nothing

Archive Report | David Roche | 01 Nov 21
#Finance#Trade#China#Yen#Japan#Strategy Archive#Climate Change#Risk Management#Commodities#USD (US Dollar)#SGD (Singapore Dollar)#AUD (Australian Dollar)#RMB (Renminbi)

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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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