TRADE WAR 2.0: Why Trump vs Xi Will Be Different This Time | Shehzad Qazi

2024-11-20

Too much political risk for investors to feel safe about #China?

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-19

Will 2025 be the year the PRC goes for Taiwan?

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-18

Money + Housing = Families + Schools / Good Governance = Foreign Investment

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-17

Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy.

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-17

He’s got bigger 🐟 to fry!

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-08-30

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Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.

Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:

“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s

2024-07-19

Is the US in “Cold War II” with China? Dmitri Alperovitch believes we are, and that it could turn kinetic, starting with China potentially invading Taiwan.

Dmitri is a founder of cybersecurity firm CrowdStrike and the co-author of World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. He’s also one of the few analysts who accurately predicted when, why, and how Russia would invade Ukraine. He got it right—and he got it right early.

Dmitri articulates Taiwan’s strategic importance to both China and the US in plain terms. He points to China’s belief in its right to global preeminence, saying that China doesn’t want to be a US peer—it wants to “eclipse” it. When China looks out from its shores, it sees a ring of US naval power constraining it, keeping it

2024-06-28

We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known.

Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt.

While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors.

We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense