What’s so special about $200bn? China doesn’t import that much from the US, making a tit-for-tat tariff-based retaliation impossible.So how will china retaliate?
what are the most common investor biases? Apart from confirmation Bias , I always thought it is FOMO ( Fear of missing out)
Global crude oil markets are expected to remain in deficit.This is why prices can remain stubbornly high for sometime to come.
FX denominated debt…. India is way down, thanks to our prudent central bank
EM exports growth is slowing. India export volume was already struggling even during good time of EM export growth.
Dr Copper is also signalling slowdown ahead. King of base metal is a leading indicator of Global growth
