Independent Strategy

A testing moment

Report Date:  20th September, 2021

The AUKUS agreement will deepen the cold war with China. And it has repercussions in the EU and for US alliances. Evergrande is a microcosm of the macrocosm of China’s overleverage. It will impact growth, hasten the implementation of Common Prosperity and affect foreign ownership of Chinese assets.

To read the full report - Login or Subscribe

SUBSCRIBE
Author:
< Back|All Reports|< Previous   Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

The four dilemmas
The four dilemmas
David Roche 20/03/23
A fault of the ECB is that it looks backward
A fault of the ECB is that it looks backward
David Roche CNBC Asia Squawkbox 17/03/23
How China’s shifting growth model will ‘disappoint’ global markets
How China’s shifting growth model will ‘disappoint’ global markets
David Roche CNBC European Squawkbox 07/03/23
Nuclear Power
Nuclear Power
David Roche 05/03/23

Subscribe to our YouTube Channel