At the beginning of this year, we published the most disturbing piece of research I’ve ever worked on here at Southbank Investment Research. It was about the crimes against humanity the Chinese Communist Party (CCP) has been perpetrating against its citizens in Xinjiang, and how the international backlash against it will be a serious risk for any investor placing their capital in China.
While the original version was for subscribers to The Fleet Street Letter Monthly Alert, we made a public version, which we encouraged any and all to share. You can read it here if you haven’t already – though I suggest you wait a while if you’ve just eaten. The diabolical nature and gruesome reality of what has and is going on there is unsettling to say the least.
But the main theme of that issue – the coming backlash against the Chinese government and how that will affect investors – is still in play, and is gaining momentum. This was published in The Telegraph just this morning:
Recognition of the CCP’s atrocities are growing, and there will be a backlash. Considering how much Western investment capital has flowed to China in recent years (including from pension funds), this is a trend you don’t want to ignore.
In today’s market broadcast, myself and Nickolai Hubble, who both worked on that monthly issue back in January, discuss what the state of play is today for “Cold War II” – and how a repeat of the last Cold War’s “Red Scares” are just beginning. If we’re right, the arrival of Joseph McCarthy’s spiritual successor should be imminent…
All that, and an update on where the gold market is heading – click here to tune in.
All the best,
Editor, Southbank Investment Research
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