InvestIdeas

War over Taiwan among five likely conflict scenarios with PLA, US think tank says

A bid to forcibly unify Taiwan, or escalations in the South China or East China seas, among scenarios seen as likely to trigger a major war

Analyst in Beijing calls reading ‘simplistic’, while fellow observer says report could inspire the building of guard rails to avoid such conflict

by Kristin Huang

Source: SCMP

https://www.scmp.com/news/china/militar ... e=homepage

俄烏危機關鍵時刻 美國務卿出訪太平洋 TVBS文茜的世界周報-亞洲版 20220219 X 富蘭克林‧國民的基金
https://m.youtube.com/watch?v=WCP0auZ8Yio

China Sanctions Raytheon, Lockheed Over Taiwan Deal To "Safeguard Its Sovereignty"
https://www.zerohedge.com/markets/china ... overeignty

中國澳洲爭端再起! 海上雷射光引隔空叫戰｜方念華｜FOCUS全球新聞 20220222
https://m.youtube.com/watch?v=_ZSTogA9UwE

G Sachs: US Institutional Investors Hold About USD750B of CN Stocks; Dotcoms' Valuations Reflect Risk Factors

Goldman Sachs estimated that the U.S. institutional investors currently own approximately USD750 billion (approximately HKD5.87 trillion) of Chinese stocks, including A-shares, H-shares, and ADRs.

Hypothetically, it is projected to take 2 days (for A-shares), 143 days (for H-shares) and 61 days (for China ADRs) for the institutional investors to fully liquidate all of their holdings in Chinese equities, the report added.

On another note, the broker remarked that, as of last Friday (11th), Chinese internet stocks were trading on 17.2x fP/E, 0.6 fPEG, with their valuations showing significant discounts, compared to those of their U.S. peers.

Acknowledging the persisting apprehensions over the tense China-U.S. relations and regulatory concerns in mainland China, Goldman Sachs estimated that the potential decoupling risks are already embedded in the corresponding equity portfolios.

Source: AAStocks Financial News

A good watch. Watch esp 13:40.


22.03.15【豐富│東南西北龍鳳配】Pt.2 香港股價還回得去嗎？
https://m.youtube.com/watch?v=d_iTIpQlM0c

擺脫中國依賴! 拜登動用《國防生產法》確保供應鏈｜方念華｜FOCUS全球新聞 20220401
https://m.youtube.com/watch?v=tbaQEXnFtyo

中國野心勃勃 與索國簽訂安全協議！澳憂印太和平受威脅 索羅門總理不選邊站:我們無意捲入地緣政治鬥爭 美警告:中國將成為索國主人│主播 王志郁│【大世界新聞】20220419│三立iNEWS
https://m.youtube.com/watch?v=mU-zf4K4Oi8

Blinken to detail U.S. national strategy for China in coming weeks

The speech was likely to be the only public articulation of the China strategy, unlike the Indo-Pacific strategy, which was released as a 12-page document.

U.S. President Joe Biden will host leaders of the 10-nation Association of Southeast Asian Nations (ASEAN) at a summit in Washington on May 12 and May 13 and he is expected to visit Asia, including South Korea and Japan, later in the month.

Source: Reuters

https://www.thestandard.com.hk/breaking ... eeks%C2%A0

US hints at shift on China tariffs

All tools are on the table to address rising inflation, including reduction of tariffs on Chinese imports, US Trade Representative Katherine Tai said, but she stressed that any policy shift needs to keep medium-term goals in mind.

Source: Reuters

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