06 May Markets not ready for a cold war between China and the US Posted by Ahmad Saidali In Weekly Analysis 0 comment Renewed tensions with China inevitable. Who will be the best president to contain China? Market have not yet factored in political tensions. Key Points Presidential campaign already focusing onCovid-19 crisisPresident Trump can no longer count on a positive economic recordTime has come for a frontal attackMonetisation of debt will lend wings to politiciansNow is the time to repatriateA major turning point in the course of globalisationRising political tensions: China-US cold warReduction in the likelihood of a V-shaped economic recovery Read more