Baltic Dry - It's That Time of Year Again

Confluence of Politics - China Bans Australian Coal Imports (Flash Note)

The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada

Huawei/Trade Talks/ Foreign Investment/Profit Warnings/QFII & RQFII

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Independent equity research on GEM Markets

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Thematic (Sector/Industry)

Philippines & china / Thematic (Sector/Industry)

<ul>
<li>Trump Should Play Winning Hand in South China Sea - Return Major Military Presence to Subic Bay</li>
<li>Returning a major US military presence to Subic Bay and Clark Air Force Base in the Philippines would be a strong signal to Beijing that the US takes their alliances and position in Asia strongly.</li>
<li>The Trump administration has been distracted by concerns over trade and has not maintained a sensible eye on other US interests around the world. </li>
<li>Playing this important ‘Trump card’ in SE Asia would be a powerful signal that the US considers China’s actions in the South China Sea to be illegitimate. This would also send a strong positive signal to US allies in SE and North East Asia (Japan and Korea) that the US is committed to open navigation in this important waterway.</li>
</ul>


Trump Should Play Winning Hand in South China Sea - Return Major Military Presence to Subic Bay
Returning a major US military presence to Subic Bay and Clark Air Force Base in the Philippines would be a strong signal to Beijing that the US takes their alliances and position in Asia strongly.
The Trump administration has been distracted by concerns over trade and has not maintained a sensible eye on other US interests around the world. 
Playing this important ‘Trump card’ in SE Asia would be a powerful signal that the US considers China’s actions in the South China Sea to be illegitimate. This would also send a strong positive signal to US allies in SE and North East Asia (Japan and Korea) that the US is committed to open navigation in this important waterway.


Philippine Long Distance Telephone (Adr) (PHI US)

Philippines Stock Exchange PSEi Index (PCOMP INDEX)

US Should Play Trump Card on South China Sea Disputes - Redeploy to Subic Bay