by Jacques Lemoisson | Mar 27, 2021
The US is concerned that China is flirting with the idea of seizing control of Taiwan as President Xi Jinping becomes more willing to take risks to boost his legacy. “China appears to be moving from a period of being content with the status quo over Taiwan to a period...
by Jacques Lemoisson | Mar 20, 2021
As mentioned in my previous Global Macro Insight, markets have three Damocles swords over their heads: Short Dollar, Short Volatility, and Long US 10Y… Our positioning has been long dollar since the beginning of the year. Now, the short dollar is imploding. I am...
by Jacques Lemoisson | Mar 19, 2021
This report validated our approach, illustrated by the process applied to our China Decarbonization 2060 thematic. Our approach is dictated by the costs before to selected the right investable assets. The European Central Bank has identified “a major source of...
by Jacques Lemoisson | Mar 13, 2021
As mentioned previously, Taïwan is one of the hottest geopolitical spots in the world. Hong Kong is also in this category after G7 expresses ‘grave concerns’ over electoral changes. We could unzoom and consider all the China Sea as the worrying...
by Jacques Lemoisson | Mar 10, 2021
The Taiwanese company said revenue in the June quarter would be affected by 5-10% at a time when it is otherwise enjoying its strongest ever demand on the back of global economic recovery. And the SOX just doubled over one year… Its clients include IBM, General...
by Jacques Lemoisson | Mar 2, 2021
Powell will talk during an event hosted by the FT on Thursday. The same day, one of the biggest political events will start in Beijing. Known as the “two sessions”, or lianghui, the annual gatherings of the Chinese People’s Political Consultative Conference (CPPCC)...
