Embark with us on a financial expedition through Asian markets. We are joined by Dr. James Thorne of Wellington-Altus Private Wealth, who guides us through a landscape rich with both promise and peril.

We evaluate how Japan's strategic regional alliance with the U.S. and Australia, plus the sustained market reform tailwind from the Three Arrows of Abenomics, opens up new investment opportunities with Japanese firms. We also briefly consider India’s opportunities.

We consider, by contrast, how China’s Communist Party ideology, plus China-U.S. trade and technology tensions, has limited the returns investors can reap from investing in Chinese stocks.

We then turn to Taiwan, whose Taiwan Semiconductor fabricates many of the world’s most advanced chips, including those supporting the new world of AI.

As tensions simmer across the Taiwan Strait, we align with the view that outright warfare is an unlikely prospect—yet the specter of conflict looms, with potential to unsettle markets worldwide.

We scrutinize Taiwan’s informal
regional security alliances and the strategic prowess of Taiwan's defenses, which stand as a bulwark against aggression.

Beyond the immediate horizon, we ponder Asia's broader geopolitical and economic risks, the potential for internal upheaval within China, and the ramifications of debt entanglement among global superpowers.

Join Clem Miller and Steve Davenport, alongside Dr. Thorne, as we navigate the intricate interplay of military might, economic interconnectedness, and the catalysts that could ignite a shift in the Asia-Pacific region.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com