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Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Thematic (Sector/Industry)

China Financials / Thematic (Sector/Industry)

* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; * F/X Reserve Data Likely to Come in Weaker Than Expected; and* Mainland China could offer greater US imports; and increased US access to the domestic market. <h2>Investment Summary</h2>The increase in proposed US tariffs to 25% is motivated in large part by the recent depreciation of the CNY by 10% versus the USD in retaliation to US tariffs. However, the case for compromise appears to be increasing on…

* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; * F/X Reserve Data Likely to Come in Weaker Than Expected; and* Mainland China could offer greater US imports; and increased US access to the domestic market. Investment SummaryThe increase in proposed US tariffs to 25% is motivated in large part by the recent depreciation of the CNY by 10% versus the USD in retaliation to US tariffs. However, the case for compromise appears to be increasing on…

A Case For US/China Trade War Compromise