Navigator I am biting the bullet and cutting Japanese equity and yen positions. Keeping the short yen on. The reason is twofold: disastrous budget that will push 10yr Japanese JGB yields above Bund's at 2.7% ; and China putting Japan in the crosshairs to make an ex... Read More
Reports LibraryShowing All Results
28 Nov 25
The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)
#Cold War#US-China Cold War#Safe-Haven Assets#The New Global Cold War#The New Cold War#Japan China Conflict
The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks ... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us