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By ALT Perspective The buoyant U.S. stock markets early in the week belied the volatility in Asia caused by what Peter Navarro said in an interview where he had to subsequently clarify a particular comment was taken "wildly out of context." The White House trade adviser and longtime Ch...
By ALT Perspective A resurgence in new COVID-19 cases in the U.S., Beijing, and Japan? The first deadly clash in the China/India border area in at least 45 years? A tweet from President Trump stating that a 'complete decouple' from China remains an option, ratcheting the tensions b...
By ALT Perspective Last week, the announcement by the Trump administration on the United States and China reaching a 'Phase One' trade agreement caught the market by surprise. Many, including me, had expected some deferment of a potential deal till after December 15, the date which t...
By ALT Perspective In nearly every Seeking Alpha article that I have come across touching on China-based companies, there has been at least one commentator remarking that investments in such stocks are a no-go until after a resolution on the trade war or, perhaps, never ever. The justific...