China-Taiwan – Anatomy of a crisis
Report Date: 8th August, 2022 China is currently de facto blockading Taiwan. Our reading is that the PLA announcement of further manoeuvres in Bohai and the Yellow Sea mark a ratcheting down of the blockade to a more local basis and less of an encirclement of Taiwan. We have no exposure to Mainland China assets. We are short RMB against a basket of currencies.
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