US cornered, China on the move. How to build your portfolio in this new ...

US cornered, China on the move. How to build your portfolio in this new world? 2,467 views •Premiered May 5, 2021 100 3 Share Save The Macrocapitalist 670 subscribers China announced on March 22 that it would not lower its rates and that it would start to reduce its aid to the economy. At the same time, Joe Biden announced a $2 trillion investment plan, and the FED already announced a few months ago that inflation was not such a big problem compared to the risk of recession in the US economy. On the growth side, China has announced that it has set a growth target of about 6% until 2025. As a reminder, 2025 corresponds to the end of its five-year plan which aims to finalize the catching up of the West in terms of advanced technologies. In summary, today we are witnessing the birth of a bipolar monetary world. The dollar and its expansionist policy have chosen to focus on the performance of the economic fabric. As for the yuan, it is making a point of going against the dollar with a tight monetary policy to gain credibility, even if this is slightly to the detriment of Chinese companies in the short term. So, now that we have a choice, what should we do? What can a world look like where capitalists collectivize the economy while communists bet on a strong currency to ensure a strong economic fabric in the long run? Richard Détente offers his analysis of this new world, based on the work of Charles Gave and Didier Darcet at Gavekal Research and Gavekal Intelligence Software, contrasting the dollar king with the emerging yuan. A world in which opportunities can come from the East as well as from the West. This fact invites us to take the time to reflect and to rethink our investment strategy. --- To receive the analysis of 8 European Star Stocks : https://grandangle2017.fr/8europstars... 12 Comments Auggie Giuseppe Add a public comment... K J K J 3 days ago Every good contents. Surprisingly low like and views. I see you have the potential to become much bigger in the future. 2 JSharap JSharap 1 week ago Deficits don't matter! More printing is needed!!! lian foo lian foo 4 days ago US CONTINUES TO PRINT MONEY...GOOD FOR US CITIZENS. SKY IS THE LIMIT. 5 C c C c 10 hours ago For the algorithm loveofpeace loveofpeace 5 days ago Asia, Africa, Latin America and the Middle East must come together against Western colonial hegemony law imposed upon us. We take care of our own reign, and that means eliminating the invaders. Our own leaders do not have the freedom to trade whom we want and allies, regardless of how you submitted to imperialism, you still violate colonial hegemony. You not allow to development. #MeToo 4 ไมเคิล การหายใจ ไมเคิล การหายใจ 4 days ago Lmao communist westerners have no clue on systems Pisa Vlavatski Pisa Vlavatski 1 week ago Propaganda