Chinese stimulus plan – defend and spend
Don’t burst the bubble…
AAPL: SHIFTING PRODUCTIONUPS: GIVING UP KNIN: INDIA FOCUSXOM: ANOTHER WARNING VW: GROWING STRESSBA: OVERSUBSCRIBED AND UPSIZEDF: PRESSED ON INVENTORY TRENDSF: INVENTORY ON THE RADARF: CEO ON RECORD BA: CAPITAL RAISING EXERCISEXPO: SAIA BOOSTDSV: UPGRADEBA: ANOTHER JUMBO FUNDRAISINGXPO: SAIA READ-ACROSSHLAG: BOUYANT BUSINESS
AAPL: SHIFTING PRODUCTIONUPS: GIVING UP KNIN: INDIA FOCUSXOM: ANOTHER WARNING VW: GROWING STRESSBA: OVERSUBSCRIBED AND UPSIZEDF: PRESSED ON INVENTORY TRENDSF: INVENTORY ON THE RADARF: CEO ON RECORD BA: CAPITAL RAISING EXERCISEXPO: SAIA BOOSTDSV: UPGRADEBA: ANOTHER JUMBO FUNDRAISINGXPO: SAIA READ-ACROSSHLAG: BOUYANT BUSINESS
An interesting take on the perennial problem of piracy; analysing it through the prism of geopolitics. While attacks off the coast of Somalia have largely disappeared from the incident logs of recent years, China is building up a naval base in Djibouti, at the entry point of the Red Sea, from where it can ostensibly conduct anti-piracy measures, as well as extend a quasi-imperialist influence. It also explains why the Chinese were so reluctant to join the multinational anti-piracy efforts of a few years ago. “Established anti-piracy forces are not particularly attractive to China, as they are operated largely by those seen as rivals to China, and there is a fear that US led initiatives in particular would look to limit Chinese influence in wider matters.”
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