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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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Global

22nd May, 2020 » The bell tolls

The China-US cold war is upon us. It is unfolding as expected, but the pace is now accelerating. It means…

Global

5th June, 2019 » Duller dollar

Expectations for easier US monetary policy are taking the wind from the dollar’s sails. These market changes reflect the worsening…

China

26th April, 2019 » , , Trade thunks

We think there will be several effects from a US-China trade deal. These span import substitution, from a probable increase in US sales to China, including technology imports which will actually make it easier for China to meet its “Made in China” goals.

In the Media