A Newly Assertive India vs. China – Will Galwan-Ladakh-2020 Be A Trigger Like Kargil-1999?
The reality is that all of India is primarily focused on economic development of Indians. That makes India focused inwards. As a result, Indian foreign p...
Month: June 2020
Interesting TACs of the Week (June 20 – June 26, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Galwan-Pangong – Back to 1962 War Capture; So Just a Beginning?
Question – Has India ever sent its troops into Chinese-claimed territory in an attempt to seize or even physically claim territory? No. Not even on...
Interesting TACs of the Week (June 13 – June 19, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Ladakh-Xinjiang – Long term Game & A Window into China vs. India & USA
Most in India think about the recent Chinese incursion into India’s Ladakh province as another isolated Chinese attempt that will cool off. To us, ...
Interesting TACs of the Week (June 6 – June 12, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Interesting TACs of the Week ( May 30 – June 5, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...