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Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman

Forward Guidance

NOTE

The New World of the Globalization, Nick?

In Asia Pacific, there is the think PTPP. There are negotiations currently going on between the UK and the leaders of that group. China will not be able to join because if it's based on your Smith slash Ricardo principles of free trade, well, China doesn't meet any of this. CPPP countries long short China. But one of the obvious trades is on that basis, you don't really want to be long, remember. We've been just talking about China de-exercising exports.

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