10-23-2021, 04:37 PM
What would be some safe/advantageous investments in the event China invades Taiwan o
<!-- SC_OFF --><div class="md"><p>There is some evidence that China will try to keep growth going through defense spending and military expansion. <a href="https://www.ineteconomics.org/perspectives/blog/jim-chanos-chinas-leveraged-prosperity-model-is-doomed-and-thats-not-the-worst">Slowing growth and the effect that will have on the public</a>, <a href="https://www.thedrive.com/the-war-zone/42722/major-construction-underway-at-three-of-chinas-airbases-closest-to-taiwan">major construction at bases off the coast of Taiwan</a> and <a href="http://chinascope.org/archives/27997">increased confidence among their elite that US military power is in decline</a> indicate that this is all more than the usual sabre rattling, and that they plan to attempt a real change to the existing world order.</p> <p>Don’t want to get into a big argument about whether or not this will happen. But suppose you think it <em>could</em> happen by 2025. What kind of hedges would you make? It’s pretty easy to figure out where not to invest if you think this will happen. But it’s not clear to me where one should.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/Kmlevitt"> /u/Kmlevitt </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/qdscqc/what_would_be_some_safeadvantageous_investments/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/qdscqc/what_would_be_some_safeadvantageous_investments/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>There is some evidence that China will try to keep growth going through defense spending and military expansion. <a href="https://www.ineteconomics.org/perspectives/blog/jim-chanos-chinas-leveraged-prosperity-model-is-doomed-and-thats-not-the-worst">Slowing growth and the effect that will have on the public</a>, <a href="https://www.thedrive.com/the-war-zone/42722/major-construction-underway-at-three-of-chinas-airbases-closest-to-taiwan">major construction at bases off the coast of Taiwan</a> and <a href="http://chinascope.org/archives/27997">increased confidence among their elite that US military power is in decline</a> indicate that this is all more than the usual sabre rattling, and that they plan to attempt a real change to the existing world order.</p> <p>Don’t want to get into a big argument about whether or not this will happen. But suppose you think it <em>could</em> happen by 2025. What kind of hedges would you make? It’s pretty easy to figure out where not to invest if you think this will happen. But it’s not clear to me where one should.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/Kmlevitt"> /u/Kmlevitt </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/qdscqc/what_would_be_some_safeadvantageous_investments/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/qdscqc/what_would_be_some_safeadvantageous_investments/">[comments]</a></span>Kind Regards R