Classified casualties in the Himalayas

We’ve reached Hump Day on an already chaotic week – in today’s market broadcast, Sam Volkering and I discuss…

  • Showdown in the Himalayas: though geopolitical risk has been off the table for investors for decades, the brutal battle between Indian and Chinese military forces pushes the envelope on what markets can shrug off…
  • With the possibility of a Free Trade Agreement (FTA) on the table between the UK and Oz, could this spark popularity in the radical CANZUK commonwealth trading bloc?
  • The BoJo administration is merging foreign aid (the Department for International Development) with the Foreign Office. Could this mark the beginning of the UK’s venture into “mercantilism with 21st century characteristics”?
  • And Sam lays out his vision for how future foreign aid money may be “marked” by governments to ensure they’re getting bang for their buck. Digital payment systems flourishing all over the emerging world (allowing developing economies to leapfrog over costly old infrastructure requirements) have made room for “tag and track” cash…

All this and more, in our second episode of the week. Click here to tune in.

All the best,

Boaz Shoshan
Editor, Capital & Conflict

For charts and other financial/geopolitical content, follow me on Twitter: @FederalExcess.

Category: Uncategorised

From time to time we may tell you about regulated products issued by Southbank Investment Research Limited. With these products your capital is at risk. You can lose some or all of your investment, so never risk more than you can afford to lose. Seek independent advice if you are unsure of the suitability of any investment. Southbank Investment Research Limited is authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

© 2021 Southbank Investment Research Ltd. Registered in England and Wales No 9539630. VAT No GB629 7287 94.
Registered Office: 2nd Floor, Crowne House, 56-58 Southwark Street, London, SE1 1UN.

Terms and conditions | Privacy Policy | Cookie Policy | FAQ | Contact Us | Top ↑