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
Trump will be accountable for this disorder and the people who died during this coup. Numerous Republican parliamentarians are distancing from Trump, even Mike Pence. The Republicans lost the Senate and now, the situation in Congress is tricky due to the thin majority...
by Jacques Lemoisson | Jan 6, 2021
I pointed out many times the danger around the gap of temporality between what the markets priced and the reality. It seems that the markets are thinking to be immune… All around the world, production and logistic issues are joining the mistrust regarding...
by Jacques Lemoisson | Jan 5, 2021
The FDA, after the WHO, is warning false results from Covid tests… Not the right timing when Governments (populists one in first) are all-in with vaccines. Billions would have been more efficient in new generation of tests and treatments. Health policies are...
