No One Has Won the Trade War…Yet

UBP
By 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
By December 25, 2019 07:00

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‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
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@JPMorganAM

Can the world economy “afford” this scale of fiscal and monetary stimulus? -> https://opiniopro.com/2020/03/opiniopro-selection/can-the-world-economy-afford-this-scale-of-fiscal-and-monetary-stimulus/ #CentralBanks #coronavirus #FED #fiscalpolicy #fomc #inflation #COVID19 via
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