!@#$!@! schreef op 24 oktober 2022 17:09:
Daar gaat waarschijnlijk weer een potentiele groeimarkt verloren voor FLOW: namelijk China.
Hopelijk verdienen ze nu nog leuk aan alle onrust.
twitter.com/Jkylebass/status/15845478...Xi’s wartime cabinet is in place. His 20th Party Congress purge not only installed loyalists, but two spy chiefs, and military leaders responsible for China’s ‘reunification’ with Taiwan. He sacked the only three men with markets experience (the heads of the PBOC, the CSRC, And finance minister). Xi also added the Ministry of State Security head to the Politburo and the Central Committee (Chen Wenqing). These moves send a clear message to the world that conflict and ‘Great Struggle’ are coming soon. Not since Mao has a Chinese leader stacked his cabinet with men (all men…no women, no blacks, no Hispanics, or anyone else but Han Chinese) with aerospace, weapons, surveillance, and military expertise. Conflict with Taiwan is now around the corner. The Great Chinese Liquidation of public and private equity is in full swing. Today’s 10-20% crash in Chinese shares is just the beginning of the destruction of western capital invested in Chinese companies. It appears that Xi’s ‘Great Struggle’ is also meant to inflict maximum pain to those who believed ‘reform and opening’.
Als je mij een jaar geleden had gevraagd of China Taiwan zou aanvallen, dan had ik gezegd. Nee, dat gaat niet gebeuren. Maar nu ben ik natuurlijk van mening veranderd. Het zou zomaar kunnen.
Dat is een enorme risico opslag.