Barbed wire batons and covered-up casualties

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, Southbank Investment Research

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

Category: Technology

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