Disclaimer: This is not investment advice, this is lunatic gambling advice from a systems engineer with a background in polymers who is an American born Indian. Tibet quenches the thirst of 3Bn people through ~10 rivers in SE Asia. Kashmir and Tibet are red hot conflict zones and this is through and through a contest of freshwater. This is a powder keg unlike any other and this scenario is collateral shrapnel. China…
Yes, obviously, long term intense military conflict between nuclear powers leads in incredible security. While both countries engage in Sabre rattling, its inconceivable that there would be an arms race of the kind that would cause a significant change in the stock price of defense contractors. A more likely scenario is the upcoming Biden administration steps in and bullies China and/or India into backing down. The h…
Australian here wayyyyyy out of the US political loop. Is Joe Biden looking likely to win? Has he been promising a hard-line stance on China?