No One Has Won the Trade War…Yet

UBP
Door december 25, 2019 07:00

No One Has Won the Trade War…Yet

  • It is too early for either China or the United States to claim victory following the ‘Phase 1’ agreement announced last week.
  • The ongoing 5G debate in Germany may hold the key for the US credibly to claim victory towards achieving strategic objectives in the continuing hegemonic struggle with China.
  • In contrast, China must continue to accelerate its domestic financial sector reforms and development to solidify its standing vis-à-vis the United States.
  • For investors, cyclical relief in the global economy appears well priced. However, a more meaningful local recovery in China should accelerate opportunities in its domestic transformation via technology, healthcare, insurance and on-shore A-share equities.
UBP
Door december 25, 2019 07:00

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Alle deelnemers van het Nationale Asset Allocatie Debat op een rijtje. Een debat met 3 rondes en stellingen als: Wat zijn de alternatieven voor TINA?
Wees er bij: 4 februari Asset Allocation Awards
https://www.assetallocationawards.nl/debat-sprekers/

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