On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More
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20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
10 Dec 21
China — When The Tide Turns
#Finance#Politics#China#Strategy Archive#Economy#International Relations#PBoC (People's Bank of China)#VIE (Variable Interest Entity) Listings#China Securities Regulatory Commission#Common Prosperity
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
10 Jan 17
China - Tweaking The Renminbi Glide Path
#Finance#China#Trump#Strategy Archive#International Payments#Renminbi (RMB)#Foreign Exchange Policy#PBoC (People's Bank of China)#Reflation Rally#Capital Outflows#CFETS Basket#Small Developed Markets#Forex Transactions
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 Apr 06
China Interest Rate hike
#Finance#Politics#China#Strategy Archive#Economy#Interest Rates#International Relations#Renminbi#PBoC (People's Bank of China)#Currency Exchange Rate
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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