Scenario Set: US-China Relations After Anchorage
Sino-US Relations Restores 中美关系修复 (30%) US and China Eventually Find Ways to Work Together Despite Their Differences US and China continue their Cold War-style tit-for-tats which disrupt [...]
How will your Japanese equities portfolio be impacted by the Olympics?
Successful 2021 Olympics 成功する2021年五輪 Successful 2021 Olympics and associated economic benefits => support for Suga Successful 2021 Olympics and the associated economic benefits from commercial rights [...]
Revised Prediction for V, U and L-shaped COVID-19 Market Recoveries
Revised V, U and L-Shaped Recoveries V-Shaped Recovery Covid-19 Gone in 6 Months (30%) U-Shaped Recovery Covid-19 Suppressed in about a Year (40%) [...]
China-United States Trade Wars Scenarios
How would you make your investment bets based on US-China trade war outcomes? Would you bet on an imminent resolution between Presidents Trump and Xi, or a [...]
Updated Trade War Scenarios
In every crisis lies the seed of opportunity. We do so with an analytically rigorous approach. We construct 5 possible scenarios ranging from the most optimistic outcome [...]
US-China trade war: World economy at stake as Wall Street remains optimistic
In what many experts describe as a game of chicken, the world’s two largest economies are going head-to-head on a war of words that can spiral [...]
