The deciders

Report Date: 7th September, 2022

This report is about reconciling the historical predictors of doom with the concept of what could go right. It introduces a lot of portfolio changes. We do not think the world is collapsing.

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Author: Independent Strategy

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In the Media

Confidence in China isn’t coming back

Confidence in China isn’t coming back

David Roche CNBC Asia Squawkbox 08/11/23

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche CNBC Asia Street Signs 20/10/23

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

David Roche CNBC Asia Street Signs 20/10/23

China in the next decade

China in the next decade

David Roche Bloomberg TV 27/09/23