In today’s briefing:
- The Art of the Trade War: COVERT OPERATIONS AND PROPAGANDA
- Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
The Art of the Trade War: COVERT OPERATIONS AND PROPAGANDA
- The trade war detente between the US and China is over. US legislation to further restrict China’s access to chips was initiated the day after the Busan meeting.
- China is formulating its US-style Validated End User (VEU) system for Rare Earth Element (REE) exports, which will restrict shipments for US military use.
- The real conflict between the US and China over technology and rare earths is likely to involve many volatile periods in the coming year as both attempt to achieve self-sufficiency.
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
- A review of recent events/data impacting our investment themes and outlook
- We highlight a commodity sector with a strong risk-reward ratio
- Precious metals have likely just completed Wave B of their correction
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
