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

To: Pogeu Mahone who wrote (199354)	6/8/2023 3:27:15 PM
From: fred woodall	Read Replies (2) \| Respond to of 217750

Epoch Times source of article. So far very reliable. China Forcing US and Allies Out, Preparing for Blockade of Taiwan: Former Marine Colonel theepochtimes.com The regime in China is seeking to force the United States and its allies out of the region and preparing for a blockade of Taiwan, according to Grant Newsham, a retired U.S. Marine colonel and the author of “When China Attacks.” The U.S. Indo-Pacific Command recently accused the Chinese People’s Liberation Army Navy of engaging in dangerous naval maneuvers on June 3 during an intercept of the American destroyer USS Chung-Hoon in the Taiwan Strait. According to the U.S. military, the Chung-Hoon was conducting “a routine south to north Taiwan Strait transit” alongside the Canadian frigate HMCS Montréal when the incident occurred. It stated that a Chinese warship overtook the Chung-Hoon and crossed its bow at a distance of 150 yards, forcing the U.S. vessel to reduce its speed to avoid a collision. “The [Chinese vessel] LY 132’s closest point of approach was 150 yards, and its actions violated the maritime ‘Rules of the Road’ of safe passage in international waters,” U.S. Indo-Pacific Command stated. China was “sending a very clear message really for the umpteenth time that they consider the South China Sea, the Taiwan Strait, and surrounding waters to be Chinese territory,” Newsham told NTD’s “China in Focus.” “And they are gradually locking down control of these waters and doing it bit by bit,” he said. In another incident, a Chinese fighter jet aggressively intercepted a U.S. aircraft last month, risking the lives of its crew and escalating tensions between the two nations. A J-16 fighter pilot “performed an unnecessarily aggressive maneuver” against a U.S. RC-135 reconnaissance plane on May 26, according to a statement released by U.S. military officials on May 30. Indo-Pacific Command released a video of the incident, in which the Chinese pilot aggressively cuts across the nose of the U.S. aircraft, forcing it to fly through the smaller plane’s turbulence. “It’s China pursuing its objectives, which is to assert absolute control over these waters that are sort of in China’s vicinity and to keep the Americans out and to keep everyone else out unless they enter at China’s sufferance,” said Newsham, who’s also an Epoch Times contributor. “It’s China really setting the rules for this territory, and doing whatever they can to tighten control. And you will look at this over the years, and you’ll see the Chinese capabilities to enforce this have gradually strengthened. And one of these days, they are just going to say ‘Don’t come in.’ “But it’s a gradual process. It’s what China does, they lay claim to something they want. And then they sort of harden it, and then they absolutely take control of it. And we’re seeing this process played out.” Point of No ReturnAs the United States is constantly seeking to reestablish normal communications with the Chinese Communist Party (CCP) in the aftermath of the Chinese spy balloon incident back in February, Newsham said the U.S. administration isn’t aware of the game that China is playing. “The Americans don’t seem to recognize that that’s what the Chinese objectives are, they don’t want to believe it. And the idea seems to be, ‘Well, if we just keep going in, the Chinese will understand that we’re serious. And if we talk to them, even they will understand that what they’re doing is wrong. It’s not how the game is played. It’s not how civilized nations behave,’” he said. “There seems to be a lack of understanding that the Chinese have a very different perspective of how international law, international custom and practice work. And they see it very differently than we do, and you’ve got to recognize that. So if you’re trying to think of some way to deal with it, it’s not going to be by trying to convince the Chinese that the way we and the West and the civilized nations do things is the right way. They don’t see it that way.”

To: Pogeu Mahone who wrote (199354)	6/8/2023 7:17:02 PM
From: TobagoJack	Respond to of 217750

Re <<The China disinformation campaign waged by the United States is unrelenting>> ... as far as English-language information re China is concerned I think the following are okay, as in veracity- / timeliness- are concerned, be they state-sponsored media, trolls, fans, bots, and more fans assuming food is international language, then ... Collapsing, China? Unlikely. Perhaps recession should civil wars, depressions, wars, and social decay simultaneously happen everywhere else, because China is a continental economy and well-enough insulated and continuously upgrade insulating; think China might also be on the clock / meter w/r to 2026 / 2032, TeoTwawKi / Darkest Interregnum. Pandemic and Ukraine incidents might have and is accelerating the trending, a guess usdebtclock.org

To: Pogeu Mahone who wrote (199354)	6/8/2023 10:04:02 PM
From: TobagoJack	Respond to of 217750

Re <<The China disinformation campaign waged by the United States is unrelenting>> ... this below sounds about correct for the short term. The longterm shall take care of itself by CCP guidance, am told scmp.com China stimulus likely to be ‘modest’ in no major boost for market, but earnings will surprise, Cambridge Associates says - Investors can expect an earnings upside in the second half following a series of easing measures and a recovering economy, said officials at investment manager Cambridge - Broad stimulus such as interest rate cuts unlikely in the near term, as the massive local government debt burden and rising US Fed interest rates pose hurdles Jiaxing Li Published: 7:00am, 9 Jun, 2023 A general view of a construction site in front of Chaoyang Railway Station in Beijing, China. Photo: EPA-EFE China’s widely expected stimulus package will be “modest” and unlikely to trigger a monster stocks rally, but investors can expect an earnings upside in the second half as the economic recovery is still intact, said senior officials at Cambridge Associates, a US investment firm which has over US$548 billion in assets under management. Beijing is likely to roll out targeted measures to put a floor under the struggling property sector, said Aaron Costello, Regional Head for Asia at Cambridge Associates. But broad stimulus such as interest rate cuts will not happen any time soon, as the massive local government debt burden and the rising US Fed interest rate trajectory leaves little room for easing, he said. “I don’t expect the Chinese government to come out and pump in tremendous amounts of money into the real estate sector now,” Costello said in an interview with the Post. “From a big picture standpoint, it will be quite modest. ” China’s local government debt has doubled over the past five years to about 66 trillion yuan (US$9.3 trillion), the International Monetary Fund estimated, accounting for over half of the country’s annual economic output. Meanwhile, the highly leveraged property developers are also struggling to repay debt in a timely manner as borrowing avenues are limited and housing sales have slumped. The Bund Bull in Shanghai, China, on Tuesday, Feb. 28, 2023. After three years of turbulence under the Covid pandemic, China’s leaders are expected to lay out economic goals to get growth back on track, restore confidence and avoid a build-up of financial risks. Photo: Bloomberg Besides, the US Fed is likely to keep interest rates at elevated levels, which means a rate cut in China will put additional pressure on the yuan, Costello added. Echoing Costello’s view, investment bank Daiwa Capital Markets also said the room for monetary and fiscal stimulus is limited in the second half of 2023. It is more realistic to expect some relaxations in property and internet sector regulations following extensive crackdowns, Partic Pan, Daiwa strategist wrote in a note to clients on Thursday. The lack of stimulus policies could be a disappointment for investors, who have fretted over sluggish market performance in recent months after the China economic reopening trade lost momentum. Wall Street heavy weights including Goldman Sachs and Morgan Stanley have pared their bullish bets on China and lowered their targets for major stocks benchmarks. However Costello said investors could stay “modestly overweight” on China in the second half. The market looks attractive from a valuation perspective, he said as earnings growth may accelerate amid the continued economic recovery and with geopolitical headwinds showing signs of dying down. Stocks in the MSCI China Index trade at 10.5 times their forward 12-month earnings, compared with an average of 14.1 times over the past five years. This compares with the 16.9 multiple for the MSCI World Index. But the catalyst for a valuation upgrade will only come in July, when Chinese companies deliver solid earnings growth. “When companies start beating estimates, it can be a fundamental catalyst for a longer lasting rally,” Costello said.