Invest in India and Australia Supply Chains

Be careful what you wish for, lest it come true.

Chinese President Xi Jinping may want to keep that in mind.

Xi has engineered a sharp reversal of the policies of his predecessor, Deng Xiaoping, who sought to strengthen China by modernizing it.

Deng’s approach was based on a Chinese aphorism: “It doesn’t matter whether a cat is black or white, if it catches mice it is a good cat.”

The mice Deng wanted to catch were economic, technological and military power sufficient to protect China from adversaries such as the United States and the Soviet Union. To do that, he allowed capitalist enterprise to operate in China.

Since then, the Chinese economy has exploded. Its gross domestic product grew by an average of 10% a year for 30 years. It’s now the second-largest economy in the world, and the biggest manufacturer and exporter. It has the largest banking sector in the world, the largest foreign exchange reserves and the second-highest number of billionaires. It’s technological and military prowess is growing by leaps and bounds.

Truly, Deng caught his mice. Now Xi believes the time is come to reign in the cat.

This is a dangerous geopolitical game for Xi … but investors who play it wisely could make a fortune.

A New Gang on the Asian Playground

Last week India’s The Economic Times reported that Japan, India and Australia are developing a “supply chain resilience initiative” to counter China’s dominance.

That should make Xi Jinping nervous … and cause savvy investors to take notice.

The three countries are among China’s biggest trade partners. Japan has significant industrial investment in its huge neighbor. Chinese firms have big investments in India and rely on Australian raw materials.

But the trio is also increasingly alarmed at Beijing’s militant behavior in the region … and engaged in escalating disputes with the rising power over trade and territorial issues:

  • Chinese and Indian troops have killed each other on their disputed border in the Himalayas. In response, India’s government banned Chinese smartphone apps and restricted the use of Chinese technology in the country.
  • The Japanese government is actively trying to reduce its dependence on exports to its second-largest trading partner.
  • Meanwhile, Australia is locked in an intense dispute with Xi’s government over agricultural exports.

All three countries are also concerned about events in Hong Kong, ongoing ethnic repression in Xinjiang, as well as China’s undisguised illegal territorial aggression in the South China Sea.

The proposed supply chain initiative will leverage existing programs in all three economies:

  • The Japanese government already offers $2.3 billion in subsidies to convince dozens of Japanese companies to leave China.
  • The Indian government offers tax holidays and incentives to attract electronics manufacturers from China, including Samsung, Foxconn and Apple Inc. (Nasdaq: AAPL).
  • Australia and India have been in discussions to deepen their trade relationship for some time to reduce their mutual dependence on China.

And the new plan comes on top of a global trend, away from dependence on fragile supply chains.

Earlier this month Bank of America Corp. (NYSE: BAC) analysis estimated that COVID-19 had caused 80% of global economic sectors to face supply chain disruptions, forcing over 75% of firms to speed up plans to redesign their supply chains.

Profit From the Great China Exodus

In the case of India, it has a substantial low-wage labor force that could compete with China’s.

Chinese labor is no longer as cheap as it was:

But cheap labor is only part of the attraction. The main goal for each of the countries is supply chain stability. Stronger economic ties will lead to stronger political alliances, which will help to counter Beijing’s bullying in the region.

COVID-19 has taught the global economy that there is a trade-off between efficiency and resiliency. Supply chains reliant on China may be cheap, but they are fragile. The years of savings through this trade arrangement have been wiped out in a few months thanks to the pandemic.

And another reason I’m confident these initiatives represent a big change … and a big investment opportunity … is that I’ve seen these economies up close.

I’ve visited India dozens of times since the early 1990s, and have watched the country go from economic backwater to global technological leader. And as early as 1993, I saw Australian manufacturing firms deploying cutting-edge technology to produce low-cost manufactured goods. Although I’ve never been to Japan, its world-beating manufacturing techniques were the subject of my postgraduate studies in economic history.

One of the things I learned through the study of economic history is that things change over time … and that if you get in at the beginning of a new trend, you can make a lot of money.

Recently Clint Lee recommended the iShares MSCI Japan ETF (NYSE: EWJ), an exchange-traded fund (ETF), as a potential technical breakout candidate. This recent news will certainly help that.

For broad exposure to the fast-growing Indian economy, buy the iShares MSCI India ETF (NYSE: INDA).

And you could round out the trio with the iShares MSCI Australia ETF (NYSE: EWA).

EWJ is up 7.75%, but INDA and EWA are still down for the year. That makes it an excellent time to buy in preparation for a turnaround.

It may not happen right away, but mark my words, that turnaround is coming … because eventually, Xi Jinping is going to get what he’s asking for — a flight away from the Chinese economy.

Kind Regards,

Turn Your Images On

Ted Bauman

Editor, The Bauman Letter

Previous Post
Next Post

Comments

storno brzinol

Some truly nice and utilitarian info on this internet site, too I conceive the layout has got wonderful features.

RonaldVep

canadian viagra suppliers generic viagra soft tabs reviews – viagra best prices

FloydSkene

apo prednisone prednisone for sale – prednisone online india

RonaldPlene

ivermectin 3 mg best price on ivermectin pills – stromectol 3 mg

https://europa-road.eu/hu/gepszallitas.php

It is best to participate in a contest for top-of-the-line blogs on the web. I’ll suggest this website!

web hosting our

Hey there just wanted to give you a quick
heads up. The words in your article seem to be running off the screen in Safari.
I’m not sure if this is a formatting issue or something to do with web
browser compatibility but I thought I’d post to let you know.
The design and style look great though! Hope you get the
problem solved soon. Kudos

bitly.com

Howdy! Do you know if they make any plugins to safeguard
against hackers? I’m kinda paranoid about losing everything I’ve worked hard on. Any tips?

MauriceDen

zithromax cost canada zithromax generic – zithromax purchase online

j.mp

It’s nearly impossible to find knowledgeable people for this subject, however,
you sound like you know what you’re talking about!
Thanks

http://tinyurl.com

If you desire to grow your knowledge just keep visiting this website and be updated with the
most up-to-date gossip posted here.

MauriceDen

zithromax z-pak price without insurance buy zithromax – buy generic zithromax online

bit.ly

Woah! I’m really enjoying the template/theme of this blog.
It’s simple, yet effective. A lot of times it’s very
difficult to get that “perfect balance” between superb usability and
appearance. I must say you’ve done a very good
job with this. Also, the blog loads super fast for me on Internet explorer.

Exceptional Blog!

MauriceDen

prednisone 4mg tab cheap prednisone 20 mg – prednisone 20mg nz

http://bit.ly/3yNXjWx

Pretty! This was an extremely wonderful post. Thanks for supplying this information.

Propecia

Generic Finasteride Vs Propecia

buy online prescription viagra without

Il Cialis E Curativo

https://ivermectinmeds.com/
scoliosis surgery the

Hi there, You have done an excellent job. I’ll definitely digg it and personally suggest to
my friends. I’m confident they’ll be benefited from this web site.

lasix 10 mg tablet price

furosemide generic lasix 40 price vot Glulp

Unserry

http://buytadalafshop.com/ – overnight cialis delivery

lasix price

furosemid 20 mg lasix 40 mg tablet price vot Glulp

buy lasix without prescription

furosemide 20 mg frusemide tablets 40mg vot Glulp

app.gumroad.com

Howdy, i read your blog occasionally and i own a similar one and i
was just curious if you get a lot of spam feedback?
If so how do you stop it, any plugin or anything you can advise?

I get so much lately it’s driving me crazy so any assistance is very much appreciated.
asmr https://app.gumroad.com/asmr2021/p/best-asmr-online asmr

Stromectol

Priligy Kostet

this quest bars

Hi there! This blog post could not be written any better!
Reading through this article reminds me of my previous roommate!
He continually kept preaching about this. I will forward this
information to him. Fairly certain he will have a
very good read. Many thanks for sharing! quest bars http://j.mp/3jZgEA2 quest bars

lasix 40 mg

buy lasix online no prescription buy lasix online no prescription vot Glulp

http://j.mp/

I have to thank you for the efforts you’ve put in penning
this site. I’m hoping to view the same high-grade blog posts from
you in the future as well. In fact, your creative writing abilities has motivated me to get my very own blog now
😉 scoliosis surgery https://0401mm.tumblr.com/ scoliosis
surgery

bitly.com

Hi there are using WordPress for your blog platform? I’m
new to the blog world but I’m trying to get started and set up my own. Do you need any
html coding knowledge to make your own blog? Any help would be
greatly appreciated! ps4 https://bitly.com/3nkdKIi ps4

was cheap flights

No matter if some one searches for his essential thing, therefore
he/she wishes to be available that in detail, therefore that thing is maintained over here.
cheap flights http://1704milesapart.tumblr.com/ cheap flights

coub.com

Thanks for ones marvelous posting! I seriously enjoyed reading it, you are a great author.
I will remember to bookmark your blog and may come back at some point.
I want to encourage you continue your great job, have a nice morning!
scoliosis surgery https://coub.com/stories/962966-scoliosis-surgery scoliosis surgery

www.iherb.com

This is my first time pay a quick visit at here and i am genuinely pleassant to read all at one
place. quest bars https://www.iherb.com/search?kw=quest%20bars quest bars

stromectol medicine

stromectol for humans ivermectin 50

Plaquenil

5mg cialis generic

Zithromax

Buy Clomid In Uk

stromectol 12mg

ivermectin oral solution ivermectin 1 cream

clomid 50 mg tablet price

generic clomid cvs vot Glulp

Lasix

Comprar Cialis Pago Contra Reembolso

buy clomid over the counter
clomid cost without insurance
buy ivermectin for humans uk

stromectol cream ivermectin 6 mg tablets

https://ivermectinstromectolhp.com/

ivermectin pills stromectol 3 mg

https://ivermectinstromectolhp.com/

where can i buy ivermectin ivermectin canada

https://ivermectinstromectolhp.com/

stromectol price stromectol 6 mg dosage

https://ivermectinstromectolhp.com/

ivermectin without a doctor prescription ivermectin gel

https://ivermectinstromectolhp.com/

cost of ivermectin 1% cream ivermectin 90 mg

https://ivermectinstromectolhp.com/

stromectol online pharmacy order ivermectin

prednisolone 20mg side effects

Vastarel

One up Bars

908959 720923I will tell your pals to pay a visit to this website. .Thanks for the post. 197957

our ps4 games

Hello, i think that i noticed you visited my blog thus i
came to return the favor?.I am trying to to find issues to enhance my web site!I assume its
ok to use a few of your ideas!!

ps4 games our

Hello there, I found your blog by way of Google while searching for a comparable topic,
your website came up, it seems great. I have bookmarked it in my google bookmarks.

Hello there, simply changed into aware of your blog thru Google, and found that
it’s really informative. I’m going to be careful for brussels.

I will be grateful for those who proceed this in future. Lots of people
will likely be benefited from your writing.
Cheers!

buy weed strains online

219649 130892Hello, Neat post. There is an issue along together with your internet site in internet explorer, might test thisK IE nonetheless is the marketplace chief and a big section of folks will pass over your outstanding writing due to this difficulty. 754601

can you order viagra online legally

Nolvadex 20 Mg Effets Secondaires

myfreedoctorivermectin

stromectol tablets ivermectin over the counter ivermectin tabletten

Cialis

achat levitra en ligne

myfreedoctorivermectin

buy stromectol uk ivermectine buy cheap doxycycline tablets

Propecia

Cialis Generico Pagamento In Contrassegno

cialis

cialis and diarreah

viagra from india safe

dapoxetine clinical trials

Stromectol

cialis o levitra mejor

buy lasix online fast delivery

Cialis Muskelaufbau

Prednisone

Discount Elocon With Free Shipping Cod Only

feeklyzet

Cialis Si Puo Comprare Senza Ricetta purchase cialis online cheap

asmr was

I visited many web sites but the audio feature for
audio songs present at this site is in fact marvelous.

amoxicillin for sale

azithromycin for fish is zithromax safe during pregnancy what dose of azithromycin clears chlamydia

ivermectin 20 mg

spier provigil modafinil nzt to modafinil or provigil how to get your dr to prescribe provigil

provigil for sale

proair ventolin substitution generic ventolin price does albuterol help covid 19 ventolin evohaler how to use

dapoxetine for sale

prednisone cause constipation 20 mg prednisone what is side effects of prednisone how often do you take prednisone

zithromax buy online

amoxil vet avatar de price of amoxicillin without insurance clarithromycin and amoxicillin amoxicillin for fish

gabapentin generic

se puede comprar cialis sin receta

sex games with wife

games for girls sex https://cybersexgames.net/

Alfredgen

sex card games
[url=”https://sexgamesx.net/?”]sex games newgrounds[/url]
are there sex games on leag

cialis 2,5

cialis ohne arztrezept [url=http://demedcls.com/#]cialis in der apotheke [/url] cialis generika online bestellen cialis wirkung wie schnell

generic stromectol

cialis vente cialis online cialis 10mg cpr4 prix en pharmacie ou acheter du cialis au meilleur prix

new online casino no deposit bonus codes

online casino with $5 minimum deposit https://casinoonlinek.com/

Chrisboype

free online interactive sex games
sex board games to play with your boyfriend
sex games pregnant

levitra uk

ivermectin shelf life ivermectin pills does ivermectin kill encysted redworm how much is 0.0272 of ivermectin on a syringe

free online casino games for fun

guts casino online chat https://onlinecasinoad.com/

MichaelgEN

ash ketchum gay sex flash games
[url=”https://winsexgames.com/?”]best sex simulation games[/url]
breeding sex games

online casino borgata

riversweeps online casino login https://casinogamesmachines.com/

online casino no deposit bonus codes

newest online casino real money https://conline-casinos-hub.com/

RonaldVep

mature bi sex games
sex games apps 2016 for iphone
diy sex games

riversweeps online casino download

borgata casino online https://onlinecasinos4me.com/

online casino bonus

fastest payout online casino https://online2casino.com/

ivermectin usa

contraindications of albuterol ventolin prescription online pro air inhaler vs ventolin what is albuterol for

DavidTOK

dinosaur sex games
teen sex games
mario sex games

levitra westview

danger cialis cialis 2 5mg prix site de vente de cialis fiable ou acheter cialis sur internet

Deweycex

free no credit card sex games
loli sex games
strip dice sex games

keto shrimp scampi

keto graham crackers https://ketogendiets.com/

essays on writing

write an essay online https://anenglishessay.com/

i need help writing an essay

pay essay writing https://topessayswriter.com/

le prix du cialis

achat de cialis cialis generique acheter cialis en ligne en france combien de temps agit le cialis

pay essay writing

essay writing helper https://yoursuperessay.com/

ivermectin 90 mg

principe actif viagra acheter pilule viagra pour femme viagra pas cher livraison gratuite quelle effet fait le viagra

Quintondaubs

online essay writing service
[url=”https://student-essay.com/?”]writing an argument essay[/url]
writing essays for college applications

help with writing essays

writing an essay online https://checkyouressay.com/

viagra shop

ivermectin stock symbol stromectol uk ivermectin for dogs for sale how much ivermectin to take for scabies or mites for 140

RichardFam

essay writing online
the write stuff thinking through essays
websites that write essays

viagra maroc

ivermectin tablets ivermectin ebay ivermectin liquid dogs jr enterprises which statement describes the mechanism of action of ivermectin, used to treat nematode infection?

what is critical thinking pdf

hesi a2 critical thinking study guide https://criticalthinkingbasics.com/

5 steps of critical thinking

definitions of critical thinking https://criticalthinkinginstitute.com/

critical and creative thinking

barriers of critical thinking https://criticalthinking2020.net/

argumentative essay introduction examples

how to title an essay https://choosevpn.net/

i believe essay examples

apa essay example https://topvpndeals.net/

essay shark

essay on global warming https://tjvpn.net/

Davidflato

writing an expository essay
writes essay for you
help writing college essay

pay for essay

mla format essay example https://vpn4home.com/

informative essay topics

free essay generator https://vpnsrank.com/

viagra sales

cheap viagra online cialis 20 mg price australia buy viagra without a prescription where to buy viagra in brisbane

cialis 5 mg comprar

achat viagra feminin acheter pilule viagra pour femme viagra pas cher livraison rapide ou acheter du viagra

viagra roma

buy cheapest viagra sildenafil citrate 100mg lowest price how to take viagra pills correctly what will happen if a woman takes viagra

cialis for sale usa

ivermectin tablets cost of ivermectin ivermectin injection dosage for dogs where to buy ivermectin for goats

dumps shop legit 2022

888610 816802i was just surfing along and came upon your weblog. just wanted to say good job and this post actually helped me. 892333

Williamgeasy

average sat essay score
essays on writing
a good essay writing

plaquenil

farmacia online viagra viagra femenina generico donde comprar viagra en espaГ±a quien puede recetar viagra

Henrypat

essay corrector
my room college essay
college essay writing help

viagra naturel

plaquenil macula buy chloroquine online uk dose of plaquenil for covid 19 why does plaquenil work for lupus

prix du viagra 50 mg

generic viagra pill [url=https://buyclsau.com/#]printable cialis coupon [/url] cialis for bph and ed kamagra oral jelly where to buy

ChrisMub

premium essay help
cause and effect essay tips
chingoua essay

viagra homme

cialis y coca precio de cialis 5 mg cialis professional vs cialis super active cuando vence la patente de cialis

cialis 5 mg prezzo

cialis amazone discount cialis cialis 5 mg prise quotidienne avis viagra ou cialis

WalterHaupe

example comparison essay
writing college essay
best online essay writing services

cialis daily usa

conseguir viagra comprar viagra andorra el gaditano de la viagra cuando debo tomar viagra

cialis ingredients

100mg cialis how much does cialis cost per pill what is kamagra oral jelly levitra how long does it take to work

cialis otc switch

plaquenil for lupus hydroxychloroquine 50 mg plaquenil side effects mayo clinic how long does a dosage of plaquenil stay in your system

buy viagra

comprar cialis contrarembolso cialis generico contrareembolso en espaГ±a comprar cialis original online seguro donde comprar cialis contrareembolso en espaГ±a

cialis from canada

viagra dose can you take viagra with antidepressants where to buy cialis in canada how long does it take levitra to work

coupon for cialis

plaquenil supply plaquenil mouth sores where can i get plaquenil plaquenil when should i take it?

Usatrypap

prednisone taper chart buy prednisone online india what are the side effects of prednisone

too much viagra

ricetta per cialis cialis farmaco generico esiste il cialis generico nelle farmacie italiane cialis quando usarlo

cialis online canada

cialis poppers cialis generico espaГ±a 24 horas precio cialis 5 mg en farmacia que pasa si tomas cialis y no lo necesitas

steetwkav

https://cialisicp.com/ tadalafil generic where to buy

steetycwz

https://cialisedot.com/ buy generic cialis online with mastercard

steetzupc

generic cialis tadalafil tadalafil online with out prescription

tadalafil goodrx

tadalafil cheap generic cialis for sale

stromectol 3mg

ivermectin for goats stromectol online pharmacy ivermectin horse wormer for dogs ivermectin horse paste on humans for rosacea vs 1% prescription med which is very expensive

cialis en andorra

cialis spedizione veloce cialis generico 10 mg prezzo in farmacia del cialis dove acquistare cialis italia

Besheacyfbyv

tadalafil daily online cialis without prescription

cialis con receta

dapoxetina e cialis costo cialis 20 mg cialis 5 mg prezzo in farmacia 2017 quanto costa il cialis 5 mg originale in farmacia

best completely free vpn k

buy vpn online
how to buy a vpn server
opera vpn review

essay by line crossword i

essay introduction paragraph
911 essay
another word for because in an essay

viagra urgente

viagra infarto si puo acquistare il viagra senza ricetta viagra on line in italia come assumere il viagra

free gay mens chat phone r

xray gay chat
[url=”https://bjsgaychatroom.info”]gay furry chat[/url]
gay phone chat locker*

plaquenil hives

viagra online paypal pillola blu viagra acquistare viagra generico in europa quante volte alla settimana si puo prendere il viagra

vpn protection d

free vpn hotspot shield
windscribe vpn reviews
best anonymous vpn

cialis online

tadalafil brands tadalafil online

buy cialis

https://cialistrxy.com/ tadalafil without a doctor prescription

stromectol ivermectin

cialis prescrizione medica dove si compra il cialis cialis 10 mg prezzo 2018 quale cialis prendere

cialis online

tadalafil online with out prescription tadalafil price walmart

JimNup

Click 1here to see how to get diamonds in cooking fever for free

u3iauds11
Cooking Fever is a lot more fun when you have as many gems as you want.If you love phone games like this you need to check out this site

Leave a Reply

Your email address will not be published.