US China Trade War Update
Given the recent tariff implementation by the United States and China, we wanted to revisit our view of the trade war and how it may have changed....
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The Trade War Heats up and Assets Respond
In Money Matters: De-Globalisation and Asset Prices, I argued that financial and real assets had benefited enormously from the globalisation...
161 Views
Are Inputs Matching the Expected Construction and Real Estate Growth in China?
Given the growth in land and new starts we have seen, we believe it is possible that metals output will follow the real estate trend and increase...
98 Views
Trump's Upside-Down Trade Policy Wrecks Alliances & Makes US "Adversaries" Smile, but He Has a Point
Trump's idea that "trade wars are easy to win" is true only in one narrow sense: the US, having the economy with the largest trade deficit, has...
116 Views
Is There a Pending Surge of Chinese Real Estate Development?
The YTD growth of land values and the marginal growth of TSV means a strong potential for a pending surge in the real estate and construction...
61 Views