Bloomberg (July 5)
“Donald Trump’s growing lead in the US presidential race has sparked a rush to identify the key winning trades in global markets. History suggests that Japanese stocks are a good bet.” Some strategists think “the boost from a weak yen will give Japanese shares a leg up, just as funds seek alternatives to Chinese equities in anticipation of a tougher Trump stance toward Beijing.”
Tags: Alternative, Chinese equities, Global markets, Good bet, History, Japanese stocks, Lead, Presidential race, Strategists, Trump, U.S., Weak yen, Winning trades
Bloomberg (January 26)
In the “race for world’s biggest economy,” the U.S. has extended its “lead over china.” U.S. GDP “rose 6.3% in nominal terms…last year, outpacing China’s 4.6% gain.” Some of that is due to inflation, but the result “underscores a broader point: The US economy is emerging from the pandemic period in a better place than China’s.”
Tags: Better, China, Economy, Emerging, GDP, Inflation, Lead, Outpacing, Pandemic, Race, U.S., World
Council on Foreign Relations (September 7)
“Congress, again, should take the lead” in Asia. “Not only has the White House paid relatively little attention to growing crises in mainland Southeast Asia but those crises are quickly spiraling out of control.” There is an opportunity “for Congress, rather than the White House, to develop a tough approach to the growing climate of repression in Cambodia” and solve other issues like the crisis affecting the persecuted Rohingya fleeing Myanmar for Bangladesh.
Tags: Asia, Bangladesh, Cambodia, Congress, Crises, Lead, Myanmar, Opportunity, Repression, Rohingya, Trump, U.S.
