The South China Sea is recognized as Chinese territory. Disputing countries to give up their claims of sovereignty over disputed areas. Neighbouring countries, Taiwan, Japan, Philippines and Vietnam are offered 999 year leases over their claimed territories for nominal payment with defined renewal terms. The intent is to provide free access and de facto sovereignty to

The Dow Transports seem to have lost momentum. Judging by similar patterns in recent years, the potential for gain is mimimal and the potential for loss is increased. We are not suggesting huge losses but a range of 7% – 15% seems reasonable across US and Europe. Japan will likely find support from a weak

Twenty years into the future and robots and androids have become commonplace. 5 years ago an international AI regulatory body was created, called International Robotics and Artificial Intelligence Council or IRAIC. The body establishes a set of guidelines to govern the development and treatment of robots and AI. IRAIC is also responsible generally for studying

Additional Disclaimer: The following thoughts are musings and not advice. Our current view of the global economy is that Trump’s policies may provide some turbocharging to an economy that is already in a growth phase, but that the short term stimulus is in fact a temporal wealth transfer and that growth slows due to higher

Economic growth expectations have risen in the past few months on the back of a real improvement in economic data, a recovery in commodity prices, strong equity and credit markets, expectations of fiscal stimulus under the new Trump Administration. In China, growth in 2016 was bolstered by the reorganization of manufacturing, which is really a