Video series overview of how a second President Trump term is viewed by Japan investors - the largest foreign holders of USTs, a key driving force in US equity markets, and a weakened currency vs USD.
Excellent observations. . It’s interesting how the trade imbalance issue is always looked at primarily from the supply side by politicians. Your analysis of how the Chinese economy operates is spot on. This point is not fully appreciated by western investors, particularly Americans. Hard to visualize such an aggressive tariff strategy proving to be effective
Excellent observations. . It’s interesting how the trade imbalance issue is always looked at primarily from the supply side by politicians. Your analysis of how the Chinese economy operates is spot on. This point is not fully appreciated by western investors, particularly Americans. Hard to visualize such an aggressive tariff strategy proving to be effective
more great insights- thanks
Weston, is the essence of yhe podcast captured in this article? If not, please add a transcript.