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... Read More
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05 Oct 25
Oddbins
#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#US-China Trade Relations#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
05 May 25
China: No Pushover!
#Tariffs#US-China Cold War#US-China Relations#US-China Trade War#US-China Trade Relations#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#China trade war escalatory dominance#China Trade War#China & Global South
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... Read More
20 Jan 20
A Trade Deal For Dummies
#Trade#Tariffs#Politics#Strategy Archive#Services#US-China Relations#Trade Deal#Goods#Economic Needs#Macrogrowth#Global Tensions#US Administration#Chinese Government#Vice Premier Liu He
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 Jan 19
China - Winter Woes And Unknown Unknowns
#Finance#China#Trump#Monetary Policy#Xi#Strategy Archive#GDP#Fiscal Policy#US-China Relations#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).
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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