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...
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’....
