Independent Strategy

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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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13th May, 2024 » 3 in 1

Fragmentation of trade and world order go hand in hand and are set to worsen. China will not help the…


19th March, 2024 » BoJ – as expected

Bullish our positions long Yen, short JGB and long Japanese equities (focus on bank stocks, hi-tech, autos). If anything the…


30th January, 2024 » Four calls

We are staying out of Chinese equities; switching from agro to industrial metals; long oil and gas; and holding defence…


2nd January, 2024 » The cracked disk

President Xi is ruthlessly continuing to consolidate power in China with increasingly brittle acts of supremacy.

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