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    Brave New World: The Chinese know how to play a long game

    Synopsis

    Median wealth in US is less than that of Italy and Spain and almost half of Canada

    Ritesh Jain

    Independent Market Expert, Mumbai

    He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.

    Ritesh Jain, a Dalal Street veteran, trend watcher and Global Macro Investor, captures global macro investment opportunities and economic, business and financial trends with charts and commentaries in this space.

    The statistical lie
    Median wealth in US is less than that of Italy and Spain and almost half of Canada
    graph1

    Chinese know how to play a long game
    Few more years and China might not be dependent on US anymore
    graph2

    Macro trade of the decade
    Safety trade is over
    graph3

    Who wants to bet against CB
    We might be on a bumpy ride
    graph4

    The big disconnect
    Main street has never been more divorced from wall street
    graph5

    Every chart is showing immense cyclical strength
    Either we are going to have a V shaped recovery or inflation is going to make a sudden comeback
    graph6

    Tale of two halves
    2000-2010 Money moves from DM to EM 2010-2020- Money moves from EM to DM 2020-2030 ?
    graph7

    (Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of www.economictimes.com.)
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    3 Comments on this Story

    Anuj Gaur36 days ago
    This article is paid or what???
    Usa is not alone like chine and russia like communist country.. Chine messing up with every develop country.... And what happen in 1965 when chine attacked india that time india was not with america or europe.... Chine is dictator communist country no one like it chine is sellsman not a boss but their behavoir is not good..
    .. India need to work with all big chinese customer...all top buyer of chine is not happy with chine.... India need to work with them
    United States: US$418.6 billion (16.8% of Chinaâ s total exports)
    Hong Kong: $279.6 billion (11.2%)
    Japan: $143.2 billion (5.7%)
    South Korea: $111 billion (4.4%)
    Vietnam: $98 billion (3.9%)
    Germany: $79.7 billion (3.2%)
    India: $74.9 billion (3%)
    Netherlands: $73.9 billion (3%)
    United Kingdom: $62.3 billion (2.5%)
    Taiwan: $55.1 billion (2.2%)
    Singapore: $55 billion (2.2%)
    Malaysia: $52.5 billion (2.1%)
    Russia: $49.5 billion (2%)
    Australia: $48.1 billion (1.9%)
    Mexico: $46.4 billion (1.9%)
    Guest36 days ago
    US is doomed and foolish Indians are believing in Dolan trump empty voice. 2 Rupees slaves are happy hunting pappu. China is slowly winning the world by slow poison
    AWINFRA PROJECTS37 days ago
    Don't.forget.China is not a Democratic nation.
    Time will have the answer!
    The Economic Times