by David Chin | Aug 29, 2019
No jokes in my newsletter today. It’s getting serious. Chinese businesses, and Australian ‘compradors’* are getting worried about their ‘social license to operate’ (SLO) in Australia. A SLO is the public’s acceptance of the operating practices of a business. It’s...
by David Chin | Aug 22, 2019
The Australian government has done a tremendous job in playing off both sides of the emerging US-China cold war. In a move Sun Tzu would have approved of, Australia has nimbly adopted the “bird in hand is worth beating around the bush” strategy…. that I...
by David Chin | Aug 14, 2019
Multiple pieces in the US-China chess game are moving…and a lowly pawn can checkmate the king if strategically placed. Forecasting the game’s outcome is problematic in a linear written format, so please bear with me. The Chess board 2020 US presidential election is...
by David Chin | Aug 9, 2019
China is 15% away from US decoupling, dumping US treasuries and dumping Dollars. It has also set a bear trap for Yuan short sellers, with a coming short squeeze only a brass monkey can withstand. The ballsy US is aware of this and has a finger on a financial nuclear...
by David Chin | May 20, 2019
Market forecasts are not linear. Multiple new factors will arise to influence the outcome. China’s $1.1t portfolio is only 5% of the total US debt (US$22T). However it’s the power of the marginal sellers/buyers that moves the market. In this case,...