What happens next….
China contagion. Exporting crisis and why they won’t recover for years
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Browsing Category Trade
China’s Belt and Road path of economic destruction. Beware the China Exim Bank
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8 countries with bilateral relationships with China on the Belt and Road path. Beware the China Exim Bank
Trump visits India. What would be great, good, bad or horrible. Cos media isn’t honest, I will be…
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On February 24/25, 2020 President Trump will visit India. This could be an “India Reset”, diplomacy that reshapes geopolitics and finance, trade, defense. Or it may not.
Both are transactional leaders, both need a deal.
Because the media on both sides of the world will never accurately report the breadth of good news, I will give you the info so you can judge as the meeting concludes. I can, however rely on the media to reliably report whatever bad may result.
China Pakistan Economic Corridor (CPEC) debt and you. Explained
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In 2015 the “flagship” of Xi Jinping’s Belt and Road was announced during Prime Minister Nawaz Sharif tenure. China-Pakistan Economic Corridor (CPEC), the initiative would be epicentered in Gwadar, a port town in Pakistan’s southwestern Balochistan province.
India and the U.S. Our defense industries and the S-400
The S-400 is a Russian made anti aircraft system. Why did India just buy it?
HIPPA and the High Regulatory Hurdles You Pay For
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From late 1990’s to +/- 2012 one of the core thesis for my investments was outsourcing. Some part of that was pricing ‘risk’ and building the mechanisms so that clients…
China, tech theft, food supply and pollution
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China needs the food off your table. Let’s peel that onion
Be your own pundit. The US. Chamber of Commerce, an explainer
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Lots of bow ties and pearls talking about the US. Chamber of Commerce. Here’s what it is and isn’t. Be your own pundit…
Explaining Auto tariffs and our trade imbalance
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Will tariffs cost consumers $5.800 a vehicle? Maybe trade groups, co’s and pundits are lying and it’s #FakeNews
Explaining China and its dual currency
China has a dual currency system. An “onshore only” and “offshore only”. Why can’t I pay my bills in shiz money and collect money in US dollars?
