No. of Recommendations: 10
I think, 48 hours in, it is pretty clear that there will be a broad realignment of the world towards China in the near term of the next four years.
The US leadership fundamentally doesn't work in terms of alliances, and is tactical and transactional. In that sense, they have misjudged their leverage and there is a more dominant and competently led superpower as an alternative ally that has been eating our lunch in Africa, southeast Asia, and the Middle East for some time now while building up the requisite military capacity to do more.
I particular am looking for ideas to arbitrage USD and RMB.
