"Perception is strong and sight weak. In strategy it is important to see distant things as if they were close and to take a distanced view of close things." Miyamoto Musashi, 五輪書 The Near-View Risk-assets are likely to perform well into end-November or even the end of the year. Slower economic growth and geopolitical uncertainties … Continue reading Latest thoughts on markets
Month: Oct 2022
Embracing the opportunities of a multipolar world
The Battle of Red Cliffs (赤壁之戰) at the end of the Han Dynasty, ca. AD 208 "The world under heaven, after a long period of division, tends to unite; after a long period of union, tends to divide. This has been so since antiquity" Ancient Chinese proverb The Chinese believe that the above saying accurately … Continue reading Embracing the opportunities of a multipolar world