by Jacques Lemoisson | Jan 10, 2021
Perhaps the first real expression of the water war. Nepal represents the sources of the main rivers in China and India. Whole Nepal is a part of the Ganga Basin and it is estimated that approximately 70% of dry season flow and 40% of the annual flow of the Ganga River...
by Jacques Lemoisson | Jan 9, 2021
This announcement will be key for the US Treasuries and the USD. i address this point in my Outlook as inflationary. Biden wants to directly serve the cash to households. This action could ignite a sharp bounce of M2 velocity (which crashed last year…). The...
by Jacques Lemoisson | Jan 9, 2021
The new rules are designed to block any foreign restriction that “unjustifiably prohibits” Chinese citizens or companies from “engaging in normal economic, trade and related activities with a third state or its citizens,” China’s Ministry of Commerce said. The...
by Jacques Lemoisson | Jan 9, 2021
For years, I have written in my posts and outlooks my visions of the Chinese policy regarding Hong Kong and Taïwan. The box of Hong Kong is tick and now China is looking to Taïwan. Xi Jinping, on January 1st, transferred to control of the PLA from the State Council to...
by Jacques Lemoisson | Jan 8, 2021
Since NYSE’s first delisting announcement on Jan 1, Chinese investors have been adamant buyers. Mainland holdings under Connect in China Mobile Ltd, China Telecom Corp Ltd, and China Unicom Hong Kong Ltd, have jumped 37%, 28%, and 41%, respectively. If you believe...
