Wednesday, February 22, 2017

Louis-Vincent Gave translates geopolitical events of 2016 into investment opportunities for 2017

Louis-Vincent Gave discusses with Erik Townsend:

China Reflation Trade
Is Chinese Growth Rolling Over?
Will Trump Get a Weaker US Dollar?
Brexit and the Future of the European Union
Philippines and Rodrigo Duterte
Rise of the Chinese Empire
India and the Indian Currency System
Opinions on Stocks and Bonds
Investment Themes for 2017
Risks for 2017

I thought the insight into Asia, specifically the Phillippines under Duerte, Xi Jinping's imperial ambitions, and the role of corruption within an developing economy (India) were particularly useful.