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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31 May 22
Flagship Putinkind
#Sanctions#Energy#Politics#Recession#Russia#Ukraine#Strategy Archive#Economy#Raw Materials#Exports#War#Capital Controls#Trade.#Grains#Current Account Surplus
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
25 Apr 22
China - The Predictable Fate Of The Yuan Pegasus
#Finance#China#Strategy Archive#COVID-19#Exchange Rates#USD#Exports#Real Estate#Capital Flows#Renminbi (RMB)#Yuan#SGD#AUD#Economic Policies#Multiplier Effects#Economic Disruption.
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
22 Jul 16
No Enthusiasm For The Asia Bounce
#US#Asia#Trade#China#Central Banks#Strategy Archive#Economy#Interest Rates#Liquidity#Exports#Demand#Yield
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
30 Apr 14
Japan - Consumption Tax Threatens Brittle Growth
#Asia#Yen#Strategy Archive#Tokyo#GDP#Bank of Japan#Inflation#Manufacturing#Exports#Taxation#Quantitative Easing#Stocks#Monetary Easing#Jobs Market
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
29 May 13
China - Hidden Brakes
#Trade#China#Strategy Archive#Economy#Investment#Consumption#Government#Exports#Middle-Income Trap#Malinvestment
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
29 Mar 10
China - Will The Renminbi Rise
#Finance#China#Strategy Archive#Consumption#Economic Rebalancing#Exports#Government Policies#Domestic Demand#Renminbi (RMB)#Fixed Investment#Credit Tightening#Hard Landing#Currency Revaluation.
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
12 Aug 09
China - Wonton China
#China#Monetary Policy#Strategy Archive#Economy#Fiscal Policy#Growth#Government Spending#Exports#Property Market#Resource Allocation#Renminbi#Central Bank Policy#Equity Bubble#Domestic Sales
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
02 Apr 09
Food Commodities Update
#China#Strategy Archive#Commodities#Exports#Agriculture#Wheat#Argentina#Energy Prices#Market Trends#Speculation#Soybean#Ethanol#Food Demand#Protein Foods#Global Production#Long-Term Outlook.
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
24 Mar 09
New Zealand - On The Turn
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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