In today’s briefing:
- Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – January 2022
- Whatever Happens in Ukraine, China Is Not Going to Invade Taiwan Anytime Soon
Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – January 2022
- In my monthly recap note, I provide a performance update of my weekly trade recommendations in emerging markets FX and rates.
- Of the total of 31 trade recommendations made so far, I have recommended closing 21 of which 17 were in the money.
- I also go over my open trade recommendations as well as those that I have closed recently.
Whatever Happens in Ukraine, China Is Not Going to Invade Taiwan Anytime Soon
- Even if the US falters in a Ukraine crisis, China will not be emboldened to attack Taiwan as some fear.
- China will move only when sure of victory, which is decidedly not the case now.
- But China is likely to ramp up military, economic and diplomatic pressure on Taiwan.
Before it’s here, it’s on Smartkarma
