In today’s briefing:
- The Real Issue For Investors Is Less Russia And More About Skidding Global Liquidity
- CPPCC Discusses Anti-Foreign Sanctions Law, Covid Policy
The Real Issue For Investors Is Less Russia And More About Skidding Global Liquidity
- Global Liquidity is already falling from 2021 peaks. Not set to bottom until late-2023
- Central Bank tightening is reinforcing this decline. More to come
- Ukraine Crisis will not deflect the downtrend. More likely reinforces it
CPPCC Discusses Anti-Foreign Sanctions Law, Covid Policy
- Chinese People’s Political Consultative Conference (CPPCC) start on 4th March and The National People’s Congress will start Saturday.
- The meeting discussing a range of topics from a sanctions bill and COVID policy to China-Lithuanian relation.
- Chinese government is confidence in achieving steady economic development in this year.
Before it’s here, it’s on Smartkarma
