Reference to my newsletter Till debt do us part

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,...

The China angle – events, property, food creators

The rise of the ‘China angle’ is our next event focus, driven by seven catalysts: Capital controlled by Chinese-Australians are now being redeployed in a wider array of investments, not just property. Downward asset revaluations after decades of ‘it can only rise’...