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Re: Start Hedging (Trade War)
Posted:
Sat Sep 28, 2019 4:06 pmby jimmyz
China's "opaque" financial reporting should be enough to limit US Dollars being invested in Chinese companies. I'm for the idea. They are lying slopes with billions flowing into Chinese companies being forwarded to their PLA overlords.
Re: Start Hedging (Trade War)
Posted:
Sun Sep 29, 2019 6:53 pmby Kane
There's a lot more Chinese money in the US than there is US money in China. On top of it - if the US restricts investment in China and we continue to see further liberalization of chinese financial markets (re removing restrictions on foreign investors) our financial institutions could miss out while our peers and our competitors win big.
It's a slimy world out there.
Re: Start Hedging (Trade War)
Posted:
Mon Sep 30, 2019 8:04 pmby jimmyz
Re: Start Hedging (Trade War)
Posted:
Mon Sep 30, 2019 10:19 pmby Kane
Overused metric. What's China's growth potential? Japan has a high debt to GDP level as well - they're not doing horrible. Also, as in Japan, a lot of the debt is domestically held and was issued as RMB/Yuan (in Japan's case yen).
Don't underestimate China.
Re: Start Hedging (Trade War)
Posted:
Wed Oct 02, 2019 11:53 amby Kane
Why is October such a bad month for the economy? Weird to think about how cycles work but historically the fall and especially October has served as a good harbinger of what's to come.
Just a random thought.
Re: Start Hedging (Trade War)
Posted:
Wed Oct 02, 2019 4:59 pmby Kane
Hitting the EU now. It's small stuff so far but it's been cleared by the WTO. lol @ airbus planes made in the EU getting tariffs but the ones made in Alabama being tariff free.
https://www.reuters.com/article/us-wto- ... WH0SI?il=0
Re: Start Hedging (Trade War)
Posted:
Fri Oct 18, 2019 10:52 amby Kane
https://www.reuters.com/article/us-ethi ... SKBN1WX25GLooks like there's an allegation that Boeing employees misled the FAA on MCAS issues raised during certification.
Yikes.