How Will China's Foreign Relations Look in 2023?



The 2020s have already seen extraordinary change – and the upheaval is still in process. A pandemic paralyzed the globe.

Supply chains buckled. Inflation exploded. Russia invaded Ukraine. Altogether we’re dealing with a combination of cross-cutting macroeconomic and geopolitical forces the effects of which will not be readily mitigated – hope as much as many investors might.

“It’s not going back to an old normal,” observes Dee Smith, the founder, and CEO of Strategic Insight Group.

As he sees it, COVID-19 accelerated the ending of the globalization era and the beginning of a period marked by multipolarity. Dee joins Jacob Shapiro, the director of geopolitical analysis at Cognitive Investments, to talk about how the world is turning as we enter 2023 and what it will take to survive and thrive.

Those with “an open mind, a willingness to turn on a dime, a psychological orientation towards agility” will prosper, according to Dee, “and the people who are disturbed by the change are going to have a harder time.” Recorded on November 16, 2022.

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#chinaeconomy #macro #chinanews

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When & How Would China's Reopening Take Place?



In a rare moment, mass protests broke out all across China as anger over “zero COVID” restrictions peaked in late November. Authorities quashed the collective skeptical impulse.

But, in recent days, they’ve also committed to “baby steps” out of current policy. Does this indicate Xi Jinping and the Communist Party of China will accelerate the long-anticipated reopening of the world’s second-largest economy? And, even if they do, what will China’s role be in a shifting global economic order?

Andreas Steno Larsen welcomes Shehzad Qazi, the chief operating officer of China Beige Book International, for a conversation about the long-term implications of China’s popular uprising, the condition of the Chinese economy, and the Middle Kingdom’s role on the world stage. Recorded on November 29, 2022.

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#chinaeconomy #china #chinanews

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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"It's Time To Start Nibbling" Says Legendary Investor



Emerging Markets pioneer Mark Mobius believes a military conflict between China and Taiwan is the most worrying possibility on the macro landscape right now, but that’s not stopping him from picking up opportunities.

In his view, the strong U.S. dollar isn’t the ‘wrecking ball’ it’s been dubbed. He’s using a bottom-up approach and a long-term time horizon to spot companies that benefit from having a weaker currency.

He’s remarkably upbeat about India, Mexico, South Africa, and Turkey.

Even though he’s strong on digital payments, cryptocurrency is one asset class where he’s not a believer. “The price of a crypto is based on faith”, he says, and when people lose faith, “it becomes worthless”. Recorded on August 8th, 2022.

TIMESTAMPS:

00:00:35 It’s Time to Start Nibbling
00:01:55 You Can’t Paint Emerging Markets With a Broad Brush
00:04:58 Why Mobius Likes India
00:06:44 Whenever I Get Asked About Cryptocurrencies, I say I Don’t Like to Talk About Religion
00:14:15 The Dollar Wrecking Ball
00:18:46 We Will See Another Leg Down
00:21:10 A Conflict Between China and Taiwan is the Most Worrying Thing on the Macro Landscape
00:29:23 The Investment View on China
00:36:41 Why Mobius Likes Brazil, Mexico, and Turkey
00:47:18 Key Takeaways

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Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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