by Jacques Lemoisson | Jan 11, 2021
11 million people are in containment in China as of today, pandemic figures in the USA are skyrocketing and the EU is managing logistical issues. As written in the Lancet report, at 6 months after acute infection, COVID-19 survivors were mainly troubled with fatigue...
by Jacques Lemoisson | Jan 11, 2021
This brings to 34 the number of confirmed infections from a variant strain in Japan. Of these, three are cases in which the person did not arrive from overseas, including two cases of the U.K. strain found on Sunday. This is not a real issue till the vaccines are...
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 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...
