cold war

Latest news and analysis on cold war

Macro

China preparing for war with Australia

The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...
Christopher Joye
Coolabah Capital
Macro

What is going on over Taiwan?

Thematic Investors are focused on how the forces of change shape our investment landscape. In the past year, tensions between the USA and China have shifted from a...
Kingsley Jones
Jevons Global
Fixed Income

Evergrande and the perils of investing in non-democratic states

The financial market topic of the day seems to be China Evergrande Group (aka Evergrande), and the news on 15 September 2021 that China’s Ministry of Housing and...
Christopher Joye
Coolabah Capital
Asset Allocation

New Complexity Premia podcast: Don't fight the fed, top ideas, and much more

In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including: What has driven market performance over April,...
Christopher Joye
Coolabah Capital
Macro

Cold War 2.0

Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...
Christopher Joye
Coolabah Capital
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