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...
by Jacques Lemoisson | Jan 8, 2021
Our specificity at GATE Advisory is to link Geopolitics and investments. As mentioned in our Outlook 2021, the Global Supply Chain already imploded in 2018, due to US Tariffs, and this move was accelerated and amplified by the current pandemic. Volkswagen said last...
by Jacques Lemoisson | Jan 7, 2021
House of cards for some, the Lemming effect for your scribe. Fundamentally everybody we speak to remains a dollar bear. This trade has worked well ever since the Fed March panic and the long term logic remains intact. The DXY is basically trading at mid December...
by Jacques Lemoisson | Jan 7, 2021
As I pointed out in 2020, in my outlook and beginning of this month, we know what are these vaccines but politicians are not in hurry to try, and more importantly, neither the heath staffs around the globe… In the US, a survey released last month by the Kaiser...
