Multipolar trading strategy

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China risk continues to fade: Stay with Chinese tech stocks

David P. Goldman writes that the most important impetus for Chinese tech stocks is the simple fact that risk is declining, and global investors who have kept their Chinese exposure below their benchmarks now think it’s safe to get back into the water.

Political risks in Europe emerging

Diego Faßnacht writes that as a result of the European elections, the political risks in Europe are becoming increasingly apparent. This is most clearly recognizable in France. After President Emmanuel Macron announced new parliamentary elections, there were some highly chaotic events.

BRICS states’ rejection undermines peace summit

James Davis writes that the recent Swiss Peace Conference failed to deliver any significant pressure to Moscow and ended in obvious failure. All of the BRICS states that attended the event refused to sign the final communique, which had already been watered down.

“Japanese Gentleman Stand Up Please”

Scott Foster writes that with the yen approaching ¥160 to the US dollar and inflation eroding support for Japan’s ruling Liberal Democratic Party (LDP), Bank of Japan (BOJ) Governor Kazuo Ueda faces pressure to act as real wages decline and rising living costs continue to strain consumers.