One of the most underreported developments in China
I caught up with Steen Jakobsen who is the Chief Economist at Saxo Bank last week during his visit to Australia. It was was refreshing to hear some upbeat commentary on China, specifically around reform initiatives to rekindle demand for commodities in the region. Whilst in the short term he expects there to be further negative data points, he says the reforms being undertaken under what is labeled ‘The New Silk Road’ will see a revatilised demand for commodities, not just in China, but also through Eurasia. I asked Steen to provide a brief explanation which you can watch here
or you can read his recent article titled “Asia blues: the new Silk Road” which is available here: (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Livewire is Australia’s #1 website for expert investment analysis. We work with leading investment professionals to deliver curated content that helps investors make confident and informed decisions.
Safe investing and thanks for reading Livewire.
1 topic
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
This recently triggered market signal has never failed to predict gains
Ophir Asset Management