A case of Schrödinger’s tariffs
Trump signed executive orders reducing tariffs on UK exports and Chinese goods, leading to relief for Americans and positive reactions from...
711 Views
China Mobile (941 HK) Poised for Pullback: A Tactical Low-Cost Options Play With High Upside
​China Mobile (941 HK) is overbought and may see a pullback, creating an opportunity to buy cheap options with high payoff potential.
589 Views
Market Intel from a Commodity Trader & China Analyst
Speaker reflects on their experience being on the show, discusses market consensus on China, and shares insights on the Chinese real estate sector...
997 Views
Real Asset Chartbook Week #6: A Calm Week, From Our Perspective
US foreign direct investment (FDI) is shifting away from China and Hong Kong towards countries like Mexico, India, and major European nations due...
189 Views
Real Asset Chartbook Week #3: Continued Volatility
Lots of interesting changes over the week, especially in the 2nd half. We have had a bounce, but opportunities remain. Key questions that need to...
279 Views