*****
Poll........................After G20 meeting..................
Poll........................After G20 meeting..................
A Status quo
B Tensions raised
C Tensions reduced
D Huawei CFO released
E Restrictions on Huawei relaxed
F Tarifs increased
G Tarifs reduced
Effect on stock market next week
H Dow Jones up
I Dow Jones down
J KLCI up
K KLCI down
L No effect
me?
I think............B, I and K
China's position is clear
- no point in further negotiations unless US shows sincerity. No sign of that from US side
- without sincerity, no point in any agreement as any agreement can be broken by US side without consultation
- China wants good relationship with every country including US but if US wants war, China is ready to war.
- Its clear that US wants to encroach on the sovereign rights of China and not just balance of payment / trade issues. China cannot compromise on its sovereign rights except in the context of WTO rules and multi lateralism.
- China will works towards multi lateralism and protecting WTO and existing multi lateral agreements.
Wall Street has too much optimism built in . Wall Street is priced for perfection already.
Appeasement do not work as give one inch , they want one yard.
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Discussions
1 person likes this. Showing 14 of 14 comments
Status quo for me, that means situation not getting better and not getting worse.
2019-06-28 00:26
Status quo also means what has been done cannot be undone. It is already baked in....and enough to bring the world straight to recession.
2019-06-28 00:52
it seems to me the main function of western media is to make sure you keep investing
2019-06-28 07:04
western media..........too many trivials, lies, fake news, too many points of views, very difficult to come to a fact based conclusion.
Chinese media......it supports the growth of China.
2019-06-28 10:14
The ruling politicians in US rule by fake news. Beyond the small group of elites, the rest of the population have probably low levels of education like third world countries.
I find it amazing that some politicians from the ruling party talk about US farmers ripped by China.
How could it be ? He is telling those farmers China rip them when they sell their soya beans.
Well, the problem is already solved. China stop buying from them n start buying from Russia. Those idiots can eat all the soya beans themselves.
2019-06-28 10:54
This is an interesting exercise. My take is DT need a deal within this year so that his re-election campaign can trumpet it as a win for him more than Xi, as he is already President for life. That is, China will not cut a deal yet, let DT sweat.
So, it will be B, F, K.
2019-06-28 13:34
Xi schools Trump in Osaka.............https://www.youtube.com/watch?v=YbzTPhNhTFE
now how?
2019-06-29 14:36
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E, H, J for me.....
2019-06-27 20:33