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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: THE ANT who wrote (151653)11/17/2019 4:14:37 AM
From: TobagoJack  Respond to of 218560
 
I was referencing about the China - Brazil state-to-state situation as opposed to anything inside of Brazil, of which I know effectively nothing

My only attention on Brazil at the moment is the issue relating to Team Huawei, for I have a relative-positive wager for Ericsson’s and -negative gamble against Nokia, in what I term the alt-Huawei trade, premised on Team Ericsson ripping into Nokia even as getting torn by Huawei Message 32399484

<< (2-ii) Shorted ERIC finance.yahoo.com April 17th Put strike 7 @ 0.13 (in volume twice as large as Long in NOK Put)

Believe ERIC is a better company than NOK, and am shorting its Put over the period during which its superiority over NOK, if any, shall express itself; believe ERIC and NOK shall take 5G shares away from each other even as they get hobbled by team Huawei.

(2-iii) Long NOK finance.yahoo.com April 17th Put strike 3 @ 0.12 (in volume half as much as Short in ERIC Put)

Believe NOK may eventually go down for the count unless merged / brought out, or bailed out. Should NOK go up, then ERIC should as well (or not go down too much). Have the ‘excess’ funding financing from ERIC to to/fro, zig/zag, and up/down the ‘paired’ entangled positions.
>>
Re Huawei and Brazil, watching the state of ...

caixinglobal.com

China ‘Confident’ That Brazil Will Let Huawei Build Its 5G Mobile Network - Caixin Global

(Bloomberg) — China’s government says it’s confident that Brazil will choose Huawei Technologies to build its ultra-fast fifth generation mobile network, a high-stakes decision that would likely put President Jair Bolsonaro on a collision course with the United States.

Chinese President Xi Jinping is scheduled to meet his Brazilian counterpart in Brasilia this week — their second meeting in less than a month — during a summit of the BRICS group which also includes Russia, India and South Africa.

“I am confident in terms of the cooperation between China and Brazil over 5G technology,” China’s Ambassador to Brasilia Yang Wanming said in reply to emailed questions. Brazil “will take into account its own development interest” when it analyzes Huawei’s bid, he added.

Yang said that Brazil’s attitude toward Huawei has remained objective and rational amid a campaign of “bad faith and defamation” from the U.S.

U.S. officials have warned their allies against relying on Huawei components in their 5G networks, saying this would facilitate spying by Beijing. U.S. Secretary of State Mike Pompeo reiterated the warnings in a speech in Germany on Friday, saying the company can’t be fully trusted since it is under the thumb of China’s ruling communist party, a claim that both Huawei and the Chinese government deny.

Related: CX Daily: Huawei Could Well Take Much of Europe