The economic malaise seems to be accelerating based on latest figures.
The various attemps to reduce dependence and coupling to China will perpetuate this trend.
Both Vietnam and India have reported sharp rise in factory activity
https://www.bloomberg.com/news/articles/...n-december
![[Image: ZtrABfx.jpg]](https://i.imgur.com/ZtrABfx.jpg)
I see this counter trend as manufacturing investment shift to other countries. As China hit lows they are hitting new highs.
The Geo political situation tensions in South China Seas, fear of Taiwan invasion and China support for Russia, will keep driving these trends in the coming years..
It is important for global.investors to adjust their allocations as these long term changes will persists. Things are unlikely to change and probably get worse.
![[Image: Fmi1HPl.jpg]](https://i.imgur.com/Fmi1HPl.jpg)
Russia -China-inDia the axis again the westernfront.
Russia the main target is doing very well
In a head to head confrontation West cannot last too long
everything will break.
(01-01-2024, 06:46 AM)singlon Wrote: [ -> ]Russia -China-inDia the axis again the westernfront.
Russia the main target is doing very well
In a head to head confrontation West cannot last too long
everything will break.
Russia is doing well superficially.
Russia is holding out for a Trump victory....if Trump loses, they cannot sustain the war economy and will collapse ..
It will become China's vassal state...but this is not good for China as it is another one they need to spend money to prop up.