Standby for China’s payback, in response to the US’s latest round of tariffs and sanctions on China. The US-China trade war truce has ended with no deal, and what comes next is the escalation of trade tensions between the two great trading nations. China has rejected the US’s all or nothing deal put on the high-stakes table. So the US Trump administration early this month, May 5, decided to twist China’s Xi arm...
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The “sell signal” could strengthen and if so that would make the risk off trade the play going forward. The threshold point where risk assets are under pressure for long enough to trigger an algo sell signal could soon be approaching Capital flows into defensive positions could be the next win trade, central bank permitting. Stock prices are meandering around resistance price levels but with fundamentals flashing red the sell signal...
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Jumping on the food technology bandwagon could give investors a jolly ride for their money. As human work becomes less physically draining but more cognitively challenging and creative, it is likely to change the human diet going forward. The human diet in advanced economies is loaded with proteins and as global prosperity increases demand for protein-rich foods will also grow. The challenge for food technology companies will be how...
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America first trade could be a long term win. The Trump administration’s America first policy is not just political rhetoric. US president Trump’s willingness to escalate tariffs on China is a clear sign of a foreign policy shift in Washington. America first policy comes from the interwar period and was advocated by the America First Committee, a non-interventionist pressure group against the American entry into World War...
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Let’s zero in on the global unicorn club. Investing in start-up unicorns is dicey, but if you have the means and are lucky or skillful enough to invest in a winner, then you’ll be reward with sizeable capital gains. Investing in the global unicorn club could be a fast track to wealth creation, bearing in mind those on the rich list are either owners or investors in start-ups So the route to serious wealth is not all about...
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