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,...
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...
