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,...
by David Chin | May 20, 2019
Speculation about China selling its US treasury holdings in retaliation to US tariffs has resurfaced in recent days. While most pundits and polls dismiss the idea, it pays to take a contrarian view. As stated my 17 Oct 2018 email, it will happen when China has ‘no...
by David Chin | May 13, 2019
With US-China tensions escalating, I looked back at my newsletter on this topic, emailed on 26 Sept 2017, to see what’s changed. The email is repeated below as it is still relevant, but with technology leadership (especially 5G) now a key focus for both nations. I’ve...
by David Chin | May 6, 2019
You may have seen President Trump’s tweets early Monday morning, Australian time. 25% tariffs will be implemented on $200b of Chinese imports this Friday, (from 10% previously) and $325b of currently untaxed Chinese imports will be hit by 25% tariffs ‘shortly’....
by David Chin | Apr 29, 2019
The proverb, “in the land of the blind, the one-eyed man is king,” is fitting when it comes to investing, or seeking investors, in the Aus-China sector. Fake news, biased news & no news frequently leads to investor paralysis, unless they have access to a leading...
