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Thursday, December 8, 2022

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WILL NANCY PELOSI GO TO TAIWAN?

GOOD MORNING FROM LONDON You are familiar with the narrative. The Ukraine War Matters but, in terms of long term world peace, US/China tensions in...

CHINA TO DE-COUPLE FROM THE U.S. FINANCIAL SYSTEM? #433

GOOD MORNING FROM LONDON China's holdings of U.S. government debt have fallen below $1 trillion for the first time since 2010, with concerns about the...

US/EUROPEAN INVESTORS POUR INTO CHINA #426

GOOD MORNING FROM LONDON The FT reports that Western investors pumped a record amount into Chinese equity exchange traded funds in June as the mainland...

BLACK CAT/WHITE CAT V COMMON PROSPERITY – PART TWO #409

GOOD MORNING FROM LONDON The West’s mindset re China is flawed + leads to fundamental misinterpretations of China’s policy on issues generally. Accessing the Chinese...

ANTONY BLINKEN SPEECH ON CHINA #397

GOOD MORNING FROM LONDON Secretary of State Antony Blinken made a major speech on China to the Asia Society in Washington. He claimed that China...

How will China handle Evergrande? #337 

GOOD MORNING FROM LONDON  How will China handle Evergrande? Answer - in a controlled manner. The Government has been preparing for the crisis scenario since November...

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